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Continuing Professional Development Programs

At the FPA, we know our members genuinely believe in their professional identity and want to continue to learn about their profession, clients, strategies and themselves. We believe it is our role to assist you to achieve that and as a consequence we have completely revamped our approach to CPD and along with our new CPD Policy want to find a wider variety of ways; more enjoyable ways and more professional ways to engage you in your Professional Development. Current CPD Programs Workshops and CPD Live & Online Virtual CPD Specialist CPD Programs  Specialist Short Courses Other Workshops Workshops and CPD Live & Online September   Advanced Aged Care Strategy Workshop Gear up to share in this rising market! Melbourne 22 September Cracking the Code of Professional Sales Excellence Discover the Why, What and How of a successful professional planner/client relationship Sydney 28 September October   Cracking the Code of Professional Sales Excellence Discover the Why, What and How of a successful professional planner/client relationship Melbourne 21 October Real Life Estate Planning Learn to implement Estate Planning and make it a discrete offering in your practice Sydney 12 October Melbourne 26 October    Workshops for Licensees    These workshop programs are available to licensees to run in-house. Virtual CPD CPD Live & Online These interactive sessions are presented live by leading financial experts, directly to you. You and your colleagues can participate from any location (globally) where you have broadband internet connection. You can ask questions throughout the session, share ideas and communicate directly with the presenter and even other participants. Click the link to learn more about CPD Live and what's coming up.     CPD Online     Provides access to a diverse range of online CPD solutions for you and your staff. CPD Online has recently undergone a refurbishment and we encourage you to take a look and experience the difference. FP Magazine CPD Quarterly CPD Quarterly is a special education supplement in Financial Planning Magazine. It offers FPA members a further option for continuing professional development. By reading the articles and answering the questions online, members earn CPD points. Specialist CPD Programs  LRS®Life Risk Specialist Accreditation Program  Wealth protection is an essential part of every financial plan and it is a growing demand in these troubled times. The first of our FPA specialist education programs providing FPA practitioner members with the opportunity to obtain an additional designation in recognition of advanced expertise in this speciality area. Accredited Estate Planning Strategist (AEPS) Program Estate planning is destined to become one the most important and exciting facets of financial planning over the next decade. An understanding of this specialised discipline is essential to providing comprehensive planning advice to your clients. CFP® Certification Program CFP Practitioners hold the gold standard of professional financial planning. In such challenging economic and social times, it's vital to advance your career and gain a competitive advantage. Demonstrate to your clients, peers and licensee that you are an ethical, educated and experienced professional. SMSF Adviser Education Program If you want to expand or keep your specialist SMSF knowledge up-to-date, you should consider attending this specialist FPA training program provided by Financial Review Professional Education. This is a great opportunity to reflect upon the full impact of the new rules and planning opportunities now available. The course provides formal accreditation against the new SMSF competency standards. SMSF Adviser Education Program (Prior Learning) This prior learning option is ideal for anyone who wants to keep their specialist SMSF knowledge and skills up-to-date on an ongoing basis. It is available only for those who have successfully completed the five SMSF competency units from the FNS04 Financial Services Training Package, within the past 2 years. Responsible Investment Program  The Financial Planning Association of Australia (FPA) has partnered with the Responsible Investment Association Australasia (RIAA) to further promote amongst FPA members the practice of discussing the implementation of responsible investment strategies when providing advice to clients. This initiative is also part of the FPA’s push to improve educational opportunities within the financial advice profession. Specialist Short Courses  Making SENSE of Retirement Homes Designed to educate you about the retirement living sector so that you can assist your clients or their families, who may be thinking about purchasing a retirement home. You will be able to add a great value proposition to your existing suite of advice areas, or source new fee streams by helping people through what is a very complex and stressful process. A 90 minute self-study learning course, including DVD, workbook and CPD points. SMSF Borrowings New SMSF warrant provisions have extended trustees funding options for property. This specialist education delivered by Financial Review Professional Education will fully explore these changes and reveal a range of new strategy opportunities for SMSF clients. Advanced Superannuation Contributions Strategies Legislative change over recent years has impacted advice relating to superannuation contributions. This technical education provided by Financial Review Professional Education considers a number of more advanced contribution strategy considerations together with relevant aspects of superannuation and taxation legislation that have been found to cause difficulty and/or confusion. Tax Effective Risk Solutions Provided by Financial Review Professional Education, this specialist education examines the relative merits of holding specific types of insurance within and outside superannuation with respect to taxation and benefit payments. It considers how insurance is best structured that is affordable and providing appropriate benefits for the individual and their family. Termination Payments and Redundancy With currently high unemployment rates, advice on how to deal with termination payments is in demand. Through this specialist education provided by Financial Review Professional Education, gain a thorough understanding of the different types of termination payments and the specific rules applicable to each. Explore potential strategies and be aware of how key issues can impact them. Key Planning Issues for Super Death Benefits This technical course delivered by Financial Review Professional Education identifies difficulties arising from the interaction of superannuation law, taxation law and the fund's trust deed for super death benefits. Consider circumstances for the most appropriate type of beneficiary nominations and other key factors in developing optimal estate planning strategies. Other Workshops Chapter Events The FPA chapters run a range of events around the country. The agendas are member driven and designed to provide you with the opportunity to network and connect with your member peers. A great way to undertake professional development with a diverse group of practitioners. FPA National Conference Join the largest gathering of financial planners to expand your skills and earn most of your CPD points. Delegates will find the program full of leading CPD topics, discussion sessions and advanced workshops. We hope to see you in on the Gold Coast in November! Throughout 2010 we will continue to build programs that are especially for Financial Planners and we welcome you to try out the current programs below. All of our programs are available to our Principal Members to tailor and can be run in-house. We are always on the lookout for new ideas and want to know exactly what you want from your CPD programs and from your education providers, so tell us what you want, how you want it and we will do our best to deliver. Click here to submit your ideas Please note, due to the highly interactive nature of our workshops, seats will be limited - please book early to avoid disappointment.

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