Centrepoint Alliance March Masterclass

CPD Points: 4.75
Knowledge Areas: Practice Management, Superannuation, Generic Knowledge

The Centrepoint Alliance community is excited to share with you the 2018 annual March Masterclass.

Delivering presentations by Rob Skinner from IRESS, who will explore why content matters and why regular communication is vital. SMSF experts Mark Teale and Peter Kelly will be covering an interesting case study which will equip you with all you need to enhance your service delivery to this vital market. Our Professional Standards team will present on key trends that affect our industry the most, ensuring your firm is prepared for 2018 regulatory changes.

Praemium will explore the current and future industry trends for Managed Accounts and how they can be business transformational and enable engagement with a broader range of clients.

This popular feature of the professional development calendar will help financial advisers, risk advisers, paraplanners, accountants and support staff to better understand how to assist their clients in the areas of;

• Superannuation trends
• Retirement planning
• Insurance and investments trends
• Preparing you for the regulatory changes ahead
• Practice efficiencies
• Client engagement tools
• The important of understanding your why

This Masterclass is your opportunity to make sure you are up-to date and ready for the regulatory changes in 2018, bounce ideas off your colleagues, network with the Centrepoint Alliance Community during the lunch provided and gain those all-important CPD points.

We look forward to seeing you at this year’s March Masterclass, it is sure to ensure your firm is future-ready.

Click here for a copy of the agenda.