Home Training Calendar Recorded Training Professional Practices Presenters Getting Connected Self-Paced Training


Learn at your own pace and on your own terms.

The FPA offers a valuable library of recorded online programs to practitioners with preferential pricing for members.

You still get to enjoy many of the benefits of live training; you will see / hear the questions being asked through the training session and the interaction between the presenters and delegates. Where session notes were provided to delegates in the live session, these notes will also be available for download.

To view details of a particular session and purchase, simply click on the session topic link below.


Latest Recorded Training
How to attract and retain the business you want
Mon, 24 September 2012
Longevity Risk and Retirement Planning
Wed, 22 August 2012



Recorded Training Packages

Communicating your value proposition Series
  • Jim Stackpool on new conversations for greater value
  • Marketing yourself and your Practice Online
  • Value Propositions for Tight Times
  • Your 30 Second Value Proposition



Ethics Series
  • FOFA and the FPA Code of Professional Practice - Essential Compliance Guidance
  • FPA Code of Professional Practice - Client First and Terms of Engagement
  • FPA Code of Professional Practice Induction Program
  • Inside the Code - Your Professional Obligations



Preparing for FoFA Series
  • 10 steps to creating the right fee model
  • Beyond the Shadow Shopper
  • FOFA in Practice - Your implementation guide
  • Value Creation for Fee For Service Professionals
  • Your Fee Proposition - Why value for money is more important than fees.



Aged Care and Retirement
  • Aged Care Technical Update
  • Making sense of Retirement Homes



Investment Series
  • ETFs Part 1 - The Industry Landscape and Portfolio Construction Opportunities
  • ETFs Part 2 - Alpha and Beta Strategies using ETFs
  • Portfolio Construction - Integrating front line investment thinking into your advice proposition
  • Value Investing in Australia with Roger Montgomery



Risk Advice Series
  • Insurance Advice for Small Business Owners
  • Threats to discretionary trusts
  • Your Life Risk Value Proposition



Estate Planning Series
  • Estate and Succession Planning - Fee models and advice propositions
  • Implementing a family wealth management system into your practice



Client Communication Series
  • A Day in the Life of an Emotionally Intelligent Planner
  • First Appointment Interview Techniques for Different Clients
  • Top Client Retention and Connection Strategies



Bulletproof Webinar Series
  • Bulletproof Webinar: Business risk mitigation to save you time and $$$ (Professional Practices only)
  • Bulletproof Webinar: Charging for a professional service in a financial planning environment
  • Bulletproof Webinar: Incorporating the new Best Interests Duty in your advice process
  • Bulletproof Webinar: Staged Advice
  • Bulletproof Webinar: The post-FoFA professional practice (Professional Practices only)
  • Bulletproof Webinar: With change comes opportunity (Professional Practices only)






We need to bring learning to people instead of people to learning.

Elliott Masie, Masie Center