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 practise investing in your business.
Western Sydney University will offer existing financial advisers shortcuts to postgraduate degrees that should qualify them under new education standards, which are expected to be formalised in September.
Ray Miles has challenged ASIC on its ability to monitor a fragmented financial services licensing system, and said that gaining an AFSL is “easier than getting a driver’s licence”.
Simon Hoyle compares being a practice manager in advice to doing a defensive driving course – you need to keep your eyes up at all times. Getting caught up in…
