Early Bird pricing for the second annual Financial Advice Association Australia (FAAA) Congress will finish on 30 September.
The Congress, to be held in Brisbane from 27 to 29 November, will have the theme “Power Up” and feature a comprehensive agenda of technical workshops and specialist sessions designed for all participants in the financial planning profession.
Members can currently take advantage of an early bird price of $1,210 before the end of the month, and non-members pay $1,995.
Delegates will be able to earn up to 13 CPD hours at the event, going up to 34 hours with exclusive post-event video content.
David Sharpe, chair of the FAAA, says the event will give delegates invaluable insights into the latest developments in the profession, as well as practical ideas and tools to support them into their work with clients.
“Financial planning is an ever-changing and ever-challenging profession, and the Congress is designed to help advisers not only manage these changes, but grow and succeed with them.
“With an FAAA practitioner membership costing just $595, this means becoming a member will more than cover the difference in a ticket to Congress.
“Aside from the formal sessions, where I often find the most value is the opportunities to network with colleagues, whether that be during the breaks or around the sponsor stalls. I’ve found members are always willing to share their successes and failures. We have an amazing generosity of spirit in financial advice and Congress provides the largest opportunity each year to share with your peers from right around the country,” Mr Sharpe says.
Sessions will include:
- Regulatory, policy and advocacy update with ASIC’s Alan Kirkland and Leann King from AUSTRAC, along with the FAAA’s general manager - policy, advocacy & standards Phil Anderson, and senior manager - government relations and policy George John
- The crucial art of scoping advice in a post DBFO world with Cheyenne Walker from Australian Independent Compliance Solutions
- Leadership Matters with Peter Baines OAM
- Mind the Gap in Navigating Diminished Capacity with Rhett Das from Integrity Compliance, Ann Janssen from QLD Law Society, Simone O’Hara from RI Advice Moreton, and psychiatrist Angus Finlay.
In addition, the third Plenary session has been confirmed, focusing on the actions advisers can take now in advance of legislative reform to move ahead and enhance their client’s experience of financial advice.
Ahead of tranche 2 of the Delivering Better Financial Outcomes reform, including implications for the consolidation of advice documents, this session will look at how practitioners can deliver advice efficiently, compliantly, and effectively.
Speakers will include Shail Singh (Lead Ombudsman Investment & Advice, AFCA) as well as a panel of industry experts in compliance and advice, and will explore key questions such as:
- What do clients want to see in the delivery of advice and their advice documents?
- How can clients better understand the advice and how can they be empowered to take action to implement the recommended financial advice?
- How can advisers simplify their advice process and documents (i.e. SoAs that are concise, “fit for purpose” advice records)?
- What will the client file look like, and what needs to be considered to ensure the compliance elements needed for advice to be defendable are included?
For more details and to register for the FAAA Congress, visit: https://events.faaa.au/2024-faaa-congress/
