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Welcome... to a new era in professional development
These interactive sessions are presented live by leading financial, technical, compliance and business experts, directly to you. You and your colleagues can participate from any location (globally) where you have broadband internet connection. You can ask questions throughout the session, share ideas and communicate directly with the presenter and even other participants. Training in this environment is not only informative and a convenient way to meet the experts, it is an enjoyable and stimulating experience.
Upcoming Training
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SMSF 2012 Essentials
Mon, 27 February 12:00 PM This session will hit the hot issues impacting your SMSF advice in 2012. SMSF specialist Peter Hogan will bring you up-to-date with the latest issues and legislation changes from a unique technical and planner perspective. Click here for further details and registration |
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Threats to discretionary trusts
Fri, 16 March 12:30 PM Discretionary or family trusts have been used comprehensively by clients as effective structures to protect assets in a flexible, tax effective way. However, changes heralded by the ATO have raised serious concerns about the future use of trusts - and accordingly new challenges for advisers' clients. Click here for further details and registration |
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Aged Care - The Technical Essentials
Wed, 28 March 12:00 PM An ageing population presents advice challenges not only for advisers with older clients, but also for advisers who want to attract baby boomers and Gen X as clients. These clients may need to navigate through the aged care maze on behalf of ageing parents. Your expertise and advice is needed more than ever. Click here for further details and registration |
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FOFA in Practice - Your implementation guide
Fri, 27 April 12:30 PM This session will guide you through the final FOFA legislation (due for release 1st quarter 2012) and provide guidance on the practical steps you will need to take to meet the new requirements. Click here for further details and registration |
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First Appointment Interview Techniques for Different Clients
Wed, 30 May 12:30 PM When meeting clients for the first time, it is critical to get the conversation right from the start. In this session, Wayne Lear CFP (with over 25 years client experience) and Helen Parker (currently undertaking a PhD in Emotional Intelligence for Financial Planners) will share with you their techniques, words and approaches. If you have come across some difficult situations you would like explore, please send them to us so we can tackle them in the session for you. Click here for further details and registration |
Being a professional is more than being technically competent and compliant, a true professional also has strong critical thinking, ethics and performance qualities.
Deen Sanders FPA Deputy CEO & Head of Professionalism
