May Virtual Masterclass

CPD Points: 4.80
Knowledge Areas: Superannuation, Taxation, Generic Knowledge, SMSF, Managed Investments, Securities

Back by popular demand! The May Virtual Masterclass - a series of one-hour webinars - will run over two separate days:

Tuesday 15 May and Thursday 17 May 2018.

Leading Industry Experts

Presented by leading industry experts, you’ll have your choice of webinars to keep you updated with the latest on legislation, new initiatives and strategies which are sure to help your financial advice firm thrive.

Our speakers include:

• Peter Kelly and Mark Teale, Centrepoint Alliance Technical Experts
• Ken Mansell, Tax Expert
• Bill Webster, Building and Sustaining Excellence
• Craig James, Chief Economist at CommSec - represented by Colonial First Sate
• Katherine Ashby or Brendan Bowen, National Manager - Product Technical at BT Financial Group
• Doug Hew, Portfolio Manager at Kaplan Funds Management.

Design your learning path

Tailor your educational journey in a way that suits you best. Register and attend only the sessions that are most relevant to you. This gives you the flexibility to focus your continued professional development on the areas where you need extra support. Check your training plans for knowledge area gaps and give your CPD points an extra boost.

Who should attend

This webinar series is perfect for Financial Advisers, Paraplanners, Accountants and support staff.

How it works

Book yourself into any of the webinars on either of the days. You will receive a confirmation email for each webinar you've registered for - which will contain the dial-in details for that webinar. Follow the prompts and save the sessions in your calendar!

The program

For more information on these sessions please check the Tuesday  and Thursday agendas below.

Tuesday 15 May
(AEST)
Thursday 17 May
(AEST)
Webinar Session
9:00 AM - 9:50 AM

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4:30 PM - 5:20 PM

 

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Investing for Income
Doug Hew, Kaplan Funds Management

10:05 AM - 10:55 AM

 

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12:05 PM - 12:55 PM

 

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Tech Tip and Budget Overview
Peter Kelly and Mark Teale, Centrepoint Alliance

11:10 AM - 12:00 PM

 

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11:00 AM - 11:50 AM

 

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Snakes and ladders - Insurance in Super post 1 July 2017

Katherine Ashby or Brendan Bowen, BT Financial Group

12:45 PM - 1:35 PM

 

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1:10 PM - 2:00 PM

 

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Change in Government and so many other changes...

Ken Mansell, Tax Rambling

1:50 PM - 2:40 PM

 

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3:25 PM - 4:15 PM

 

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Re-cap with Bill Webster

Bill Webster, Zurich

2:55 PM - 3:45 PM

 

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2:20 PM - 3:10 PM

 

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Economy 2018: Moving up a gear?

Craig James, Colonial First State

  • 9:00 am - 3:45 pm
    4.80 CPD Points
  • 11:00 am - 5:20 pm
    4.80 CPD Points