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Preparing for FoFA Series

8
CPD Points

FPA Professional Dimensions: Capability, Attributes and Performance, Professional Conduct

10 steps to creating the right fee model
Recorded: 25 Aug 2010 | 1.50 points (90 mins)
Sue Viskovic gives you the practical steps you need to undertake to create your new pricing model, and then implement it through your practice in order to make a successful transition to fee-for-service.

Beyond the Shadow Shopper
Recorded: 21 May 2012 | 2.00 points (90 mins)
Dr Deen Sanders (FPA) and Evan Kinter (ASIC) talk through the findings of the 2011 Shadow Shopper research and identify the unique elements that made the advice experience for the participants good, adequate and poor.

FOFA in Practice - Your implementation guide
Recorded: 27 Apr 2012 | 1.50 points (90 mins)
Claire Wivell-Plater will guide you through the final FoFA legislation and provide guidance on the practical steps you will need to take to meet the new requirements.

Value Creation for Fee For Service Professionals
Recorded: 27 Jul 2011 | 1.50 points (90 mins)
Christina Foster explains what 'value creation' now means for FPA professionals and how it can help support you to transition existing customers to the new fee for service structure and attract new clients.

Your Fee Proposition - Why value for money is more important than fees.
Recorded: 28 Oct 2010 | 1.50 points (90 mins)
Jim Stackpool reveals his approach to getting your fee proposition right.


Price (incl GST)

Price per program | Members: $49, Non members: $99
Price for this series | Members: $200, Non members: $400


Presenters

Sue Viskovic CFP Sue Viskovic CFP
Managing Director
Elixir Consulting

Jim Stackpool Jim Stackpool
Founder & Managing Director
Strategic Consulting & Training

Christina Foster Christina Foster
Partner - Corporate Sales
Huthwaite

Claire Wivell Plater Claire Wivell Plater
Director
Gold Seal Risk Legal Pty Ltd

Dr Deen Sanders Dr Deen Sanders
Chief Professional Officer, Financial Planning Association of Australia Ltd

Evan Kinter
Senior Analyst
ASIC


Learning is not compulsory ... neither is survival.

W Edwards Deming