The Professional Planner | Financial Planning Association Best Practice Forum is a full-day event that taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.
The 2019 Best Practice Forum considers the financial planning business through the lens of the investment lifecycle – from start up, to consolidation and exit. Best-in-class practice leaders at different stages of business maturity will share their wisdom and knowledge, as well as providing actionable insights across a range of topics.
It’s time to find focus again and practice investing in your business.
CPD accreditation for all delegates will be provided by the Financial Planning Association of Australia
Getting the right professional indemnity cover for the right price is as difficult for advice businesses as it’s ever been, according to a PI expert focused on the advice and wealth industry.
While FASEA’s Code of Ethics is largely appropriate, world-renowned ethicist and Princeton University professor Peter Singer reckons the education authority fell short on conflicts of interest, which they “didn’t quite get right”.
Journalist and author Leigh Sales refrained from discounting the adversity of advisers when comparing them to some of the people she met researching her latest book, Any Ordinary Day.
