Best Practice Forum Digital: Survival, sustainability and development in challenging times
The Professional Planner | Financial Planning Association Best Practice Forum Digital is an interactive event broadcast across the country that taps into the experience and insights of practice owners, principals, consultants and other industry participants on surviving and thriving in this year of change and challenge.
Conversations include leadership, mental health, regulation, practice efficiencies, measuring progress, FPA’s perspective, licensee choice, nurturing new advisors, ethics and a regional view.
CPD accreditation for all delegates will be provided by the Financial Planning Association of Australia (up to 5 points)
The regulator is approving licensing applications quicker than in recent months but is throwing some curly questions at aspiring licensees, particularly relating to their PI cover, experts have revealed.
The industry super fund’s head of advice challenged a room full of advisers about the way they charge their clients, fully aware that she might make a few squirm.
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.
Dec
Feb
Feb
RACV Healesville Country Club, VIC, Australia
