March Masterclass | Melbourne

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We are delighted to invite you to our March Masterclass. Offering a huge day of diverse sessions, we are delivering a program directly from the topics that were most requested by you! Attend our masterclasses in a location near you or join our virtual Masterclass on Tuesday 23 March 2021. All sessions will run from 8:30am to 3:25pm (local time), except the virtual session which will start at 9:00am AEST. Of course, all in-person events will be 100% COVID-safe, with all protocols in place.

Reserve your seat now as spaces are limited.

What will be covered?

Session 1: Centrepoint Services Update
Find out what 2021 has in store for Centrepoint Alliance and our adviser community.

Session 2: Research and Economic Update
Daniel Stojanovski, Head of Research at Centrepoint Alliance will provide an economic outlook for the year ahead, including potential impacts and considerations for your clients. Build on portfolio construction examples from the last masterclass and learn more about ESG and responsible investing, to help navigate this growing area of interest.

Session 3: Tech Case Study
The passing of a loved one is a traumatic event and for those left behind. There are many issues to consider, and navigating Superannuation funds and Centrelink can be a nightmare. Advisers help clients steer their way through the maze of legislation and make sense of the confusion. Peter Kelly and Mark Teale, Centrepoint Alliance Retirement Strategies and Solutions experts present an overview of potential issues to ensure that you are well equipped to provide this valuable service to your clients at this difficult time.

Session 4: Professional Standards Update
Ethics guide us by establishing rules, principles, and values on which we base our conduct. It is important to note that being ethical requires constant review, evaluation, and adjustment. Join our Compliance team for a review one year since commencement of the Code of Ethics. In this session we will examine the conduct underlying recent complaints and breaches, identify the key ethical takeout’s, and consider how ethical culture and ethical leadership can reduce complaints and breaches.

Session 5: Client Engagement and Behavioural finance
Under FASEA, existing advisers are be required to complete a behavioural finance-related bridging unit, or to pass an exam that has a behavioural finance-related component, or both. This session endeavours to provide advisers with a taste of the types of behavioural issues and opportunities they will encounter, and will demonstrate how advisers can apply psychological insights in the way they frame and present their emails, presentations, investments reports, statements of advice and client conversations.

To find out a little more about our speakers, check out their bios here!

Download the agenda.