The Financial Planning Association of Australia (FPA) is launching a brand-new series of events and activities for CERTIFIED FINANCIAL PLANNER® (CFP) professionals – CFP® Professional Connect.

The event series is exclusive to CFP professionals and those enrolled in the CFP Certification programme. It will provide a forum to share and exchange experiences, further develop expertise and network with fellow CFP professionals.

The first event in the series will take place on Tuesday 22 November at the ICC Sydney – a day before the annual FPA Professional Congress – and is titled ‘It depends: Deconstructing the advice process’.

The workshop will be eligible for up to three hours of continuing professional development (CPD).

FPA Chief Executive Officer, Sarah Abood, says these events are designed to be interactive workshops and will be run by CFP professionals.

“Louise Biti CFP®, Kathryn Creasey CFP®, Shayne Sommer CFP® and Adam Crabbe CFP® will be leading the first workshop. They will take participants through a complex and detailed workshop challenging participants from a technical, ethical and client best interest perspective.

“In this first event, they will cover the advice process based on a client case study, covering all the conundrums and questions that financial planners see every day in our financial planning work. By opening the discussion out to the audience, those attending the workshop will be able to hear from other fellow CFP professionals for a truly interactive workshop experience,” Abood says.

Abood says the workshop is part of the FPA’s determination to provide exclusive benefits for the development and support of its CFP professional membership category.

“The launch of the CFP® Professional Connect program compliments the changes made to FPA memberships earlier this year. This is part of our commitment to provide more catered and customised services to each of our membership categories, to help ensure they get the most out of their membership,” she says.

In the next 12 months, CFP® Professional Connect will launch more events covering the hot topics in financial planning  with the possibility of expanding access to other members from the FPA.

The cost is $375 and includes complimentary refreshments and the networking cocktail hour.

CFP Professionals can register online here for the first event.



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