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FAAA Master Class Series 2023: Building An Ethical Practice : The Ethics Of Conflicts – Case Studies And Q&A

As a continuation of A guide to navigating conflicts in 2023 Masterclass Series 1, we delve into the complex world of conflicts in financial planning, exploring ethical principles guiding their resolution. Join Phillip Davies, Deputy Chair of the FAAA Conduct Review Commission, as he unravels in-depth case studies and illustrates real-life scenarios, shedding light on the challenges faced […]

FAAA Master Class Series 2023: Building A Sustainable Practice – Resilient Advice Business Strategies for 2024

The most successful advice firms in the future will be those who are able to balance working in their business, with working on their business; and taking advantage of the tremendous opportunities today while continually evolving for tomorrow. Great in theory, but with all of the complex issues facing advisers, it can be a challenge to know where to […]

FAAA Master Class Series 2023: Building An Ethical Practice : Developing An Ethical Philosophy For Your Practice

Join two seasoned leaders as they share their journey crafting an ethical philosophy for a financial advice business. Discover practical steps to integrate ethics, unlock trust, and navigate challenges with finesse. Witness the tangible benefits that arise from embracing an ethical approach. Don’t miss this opportunity to revolutionise your financial practice for a brighter and […]

FAAA Master Class Series 2023: Building A Sustainable Practice – Effective Pricing Models

Despite the fact that fee for advice has been the norm for many years, pricing remains one of the most challenging elements of running a successful advice firm. Join Elixir Consulting as they share the key highlights from the sixth edition of their Adviser Pricing Models Research Report. In addition to learning how much your peers are charging […]

MLC: Part 1 Building a Modern Insurance Philosophy Workshop – Covering the Right Amounts

Webinar

Having a clear methodology for how we construct our advice is more important than ever, both when it comes to efficiency of getting advice in front of clients, but also in seamlessly discharging our compliance and ethical obligations. In part 1 of this 2-part session, we will look at how we can initiate this discussion […]

MLC: Insuring the Uninsurable Client

Webinar

While every client needs to consider personal risk mitigation as part of their financial plan, not every client may be able to access an easily underwritten retail insurance product due to health or occupation. Similarly, as life and risk needs evolve over time it may be hard to make appropriate changes to existing cover.  In this session […]

PPS Mutual – Reducing the Trauma: The personal cost of critical health conditions today

Webinar

  Australia's enviable cities and high life expectancy rank among the world's best, yet healthcare challenges continue to evolve. While advances in diagnosis and treatment extend lives, the burden of diseases like heart disease, stroke, and cancer persists. The financial burden of healthcare is increasingly shifted onto individuals, with rising out-of-pocket costs and lost earnings […]

Know Your Insurer Series – Get to Know MLC Life Insurance

Webinar

As part of MLC Life Insurance's 'know your insurer' series, this session will delve into the points of difference in the MLC Life Insurance product suite and their relevant advice strategy uses, along with all broad areas of the MLC Life Insurance business that are there to support your clients from underwriting, in-force, and claim […]

FAAA Congress 2023

Adelaide Convention Centre North Terrace, Adelaide, SA, Australia

WELCOME TO CONGRESS In today's rapidly evolving financial landscape, collaboration and shared knowledge are essential for success. This year, the Financial Advice Association Australia (FAAA) brings together thought leaders, seasoned professionals, and emerging talents to foster a spirit of unity and collective growth. Through engaging keynote speeches, interactive sessions, and networking opportunities, we aim to […]

MLC: Why Wellbeing is What Clients Want

Webinar

Insurer wellbeing offerings are prolific in the current market, but it’s not always clear how they align to individual client need & values.  In this session we look at global research and behavioural finance to ascertain how advisers can use these offerings to enhance client experience and ongoing client engagement.  We also explore the best ways to […]

Know Your Insurer Series –  Working with MLC Life Insurance

Webinar

An efficient process is an essential part of delivering effective risk advice, and to have an efficient process it's essential to understand the best ways to navigate all parts of the risk advice process from onboarding, to new business, in-force management, and claims & wellbeing. In this session we outline the areas of support available […]

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