Virtual Masterclass


We're excited to invite you to our upcoming Virtual Masterclass.
The Virtual Masterclass agenda, featuring industry leaders and experts, will provide you with the latest research, best practice and commentary to dial up your learning and growth needs.

With 12 sessions over three days, you will find key insights and practical guidance to help you continue to provide your clients with quality advice to help them achieve their financial goals.

Day One | Tuesday 18 May
Time (AEST) Session
11.00am 2021 Federal Budget update
12.00pm A Decision Framework for Everyday Conversations with Clients
1.15pm Aligning Goals Based Financial Advice and Investment Implementation
2.15pm The Client Connection: How Australians Health and Wellbeing, Leisure and Financial Security are all Intrinsically Linked within the Advice Relationship

Day Two | Wednesday 19 May
Time (AEST) Session
11.00am Tax Treatment of Redundancy and Other Employment Termination Payments
12.00pm The Regulatory Agenda
1.15pm Updated APRA Changes to Retail Income Protection
2.15pm Psychology of Investing

Day Three | Thursday 20 May
Time (AEST) Session
11.00am Women - Wired to Invest
12.00pm Behavioural Finance in the Post Retirement Crisis
1.15pm Market Insights: Answering Difficult Questions on the Market
2.15pm When Investors Need a Sherpa

No need to book individual session. Simply register once and then dial into the sessions you wish to attend.

Click here for the full agenda.

We look forward to (virtually) seeing you there!