FPIA Workshop Details are as follows:

Workshop 1

Workshop 2

Workshop 3

Workshop 4

Workshop 5

Workshop 1 - Thursday 19 July, 2.00pm

"The Last Ten Minutes" Presenter: Alan Mearns
Why does the risk in risk management arise? What is the problem your people face? How does it unfold? What is their perception? Why are they so very wrong?
Technical Content - 3 Assumed Background Knowledge - 2	Delegate Participation - 2 Application - 4

 

"Investment Styles - Value v Growth" Presenter: Mike Gibbs-Harris
Comparision of styles, what you are investing in, historic rates of return, different risk/return characteristics
Technical Content - 4 Assumed Background Knowledge - 4	Delegate Participation - 3 Application - 2

 

"Dealing with WINZ" Presenter: Jim Lamb
How to obtain the best results for your clients when they are subject to the income or asset test.
Technical Content - 4 Assumed Background Knowledge - 1	Delegate Participation - 3 Application - 5

 

"Your Personal Brand" Presenter: Richard Gee
Challengine perspective of marketing your own personality - your brand.
Technical Content - 4 Assumed Background Knowledge - 2	Delegate Participation - 4 Application - 5

 

"FPIA Education Track - update and opportunities" Presenter: Paul O'Brien
Find out where you are up to on the FPIA education track and hear about new opportunities.
Technical Content - 3 Assumed Background Knowledge - 4	Delegate Participation - 5 Application - 4

 

"Trusts and the Administration prosses" Presenter: Jonathan Cron
In today's world very few Trustees have a working knowledge of the administrative processes invoved in successfully managing a Trust. This workshop will aim to clarify the issues surrounding this administrative process.
Technical Content - 3 Assumed Background Knowledge - 3	Delegate Participation - 5 Application - 1

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Workshop 2 - Thursday 19 July, 3.45pm

"Keyman Insurance" Presenter: Alan Mearns
Insuring your businesses most valuable asset.
Technical Content - 3 Assumed Background Knowledge - 2	Delegate Participation - 2 Application - 4

 

"Alternative Investments - the new asset class" Presenter: Hugh Latimer
What are alternative investment and where do they fit in your clients portfolio?
Technical Content - 4 Assumed Background Knowledge - 2	Delegate Participation - 3 Application - 3

 

"IMPACT - creating an Enterprise Mindset" Presenter: Tony Smith
The most successful financial practices share a common perspective - they view their practice as an Enterprise, irrespective of their size. The key to an Enterprise Mindset is that it delivers the personal goals that initially led the practitioner to start their own business. This workshop will address the Six Essential Competencies that underpin achieving an Enterprise Mindset.
Technical Content - 3 Assumed Background Knowledge - 2	Delegate Participation - 2 Application - 3

 

"Why your Clients should learn about Residential Investment Property" Presenter: Brent Smith
How to greatly increase your revenue from existing clients with increased risk business and referral fees directly associated with new residential investment property.
Technical Content - 2 Assumed Background Knowledge - 1	Delegate Participation - 1 Application - 3

 

"Mine, mine, mine" The new relationship property law and how it affects financial planning" Presenter: Kerry Ayres
Presentation will describe the recent changes to the law affecting married and de facto couples and the wide ranging effects this will have on them and their advisers.
Technical Content - 4 Assumed Background Knowledge - 1	Delegate Participation - 3 Application - 3

 

"Compliance Self-Audit Toolkit" Presenter: Simon Hassan
A practical session which will provide you with a set of basic tools to ensure that your advisory business is compliant. (Note this session carries an ethics education credit.)
Technical Content - 2-3 Assumed Background Knowledge - 1	Delegate Participation - 3 Application - 4-5

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Workshop 3 - Friday 20 July, 10.45am

"Why should we have Health Insurance?" Presenter: Jeff Bailey
A brief look at changes to the Health environment and how this impacts on our health insurance needs.
Technical Content - 3 Assumed Background Knowledge - 2	Delegate Participation - 2 Application - 2

 

"Asset Allocation - Like it or Loathe it, you can't ignore it" Presenter: Edward J Smith
A light hearted review of the use and abuse of asset allocation.
Technical Content - 3 Assumed Background Knowledge - 3	Delegate Participation - 4 Application - 3

 

"Your Referral Tool Kit - 21 tips designed to double the referrals your receive" Presenter: David Greenslade
Referrals are the most cost effective way to grow your business. Learn how to easily double your referrals by adopting these 21 practical tried and proven tips. This presentation contains ideas you can implement immediately.
Technical Content - 2 Assumed Background Knowledge - 2	Delegate Participation - 3 Application - 5

 

"Convergence - taking communication into a new era" Presenter: Maria Robins
The topic is specifically the convergence of communication technology and all the products and services that aid that development via TelstraSaturn.
Technical Content - 3 Assumed Background Knowledge - 1	Delegate Participation - 3 Application - 3

 

"Planning to Win - Getting the Balance Right" Presenter: Vince Moores
How to achieve and sustain business success and keep life in balance.
Technical Content - 2 Assumed Background Knowledge - 2	Delegate Participation - 4 Application - 4

 

"Compliance Self-Audit Toolkit" Presenter: Simon Hassan
A practical session which will provide you with a set of basic tools to ensure that your advisory business is compliant. (Note this session carries an ethics education credit.)
Technical Content - 2-3 Assumed Background Knowledge - 1	Delegate Participation - 3 Application - 4-5

 

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Workshop 4 - Friday 20 July, 2.15pm

"Agreed value provides certainty" Presenters: Steve Shrigley and Graeme Lindsay
Your clients don't want to take a risk at claim time of not being paid. They want the sum assured paid out - no more no less.Discussion of merits and application of agreed values and loss of earnings. Income protection.
Technical Content - 3-4 Assumed Background Knowledge - 3	Delegate Participation - 1 Application - 3

 

"Effective Portfolio Risk Management" Presenter: Craig Stobo
This workshop will look at the types of risk inherent within a portfolio and a fund manager's practical approach to effectively managing portfolio risk.
Technical Content - 4 Assumed Background Knowledge - 3	Delegate Participation - 3 Application - 3

 

"Mortgage Brokering" Presenter: Miranda Caird
Overview of the mortgage brokering industry, including morgage choice's competitive advantage - technology and how it fits with their business.
Technical Content - 3 Assumed Background Knowledge - 3	Delegate Participation - 2 Application - 3

 

"Strategic Alliances" Presenter: Alan Mearns
A discussion of the issues involved in setting up, managing and maintaining relationships with the other strategic professional advisers your clients will also seek advice from.
Technical Content - 2 Assumed Background Knowledge - 2	Delegate Participation - 2 Application - 4

 

"Get a Life! A day in the life of a Superachiever" Presenter: Fred Grosse
Simple techniques to help shift into peak states that keep you one-minded and productive while at work, then able to move gracefully into the family / friend channel at the end of the day.
Technical Content - 2 Assumed Background Knowledge - 3	Delegate Participation - 3 Application - 3

 

"Complaints to the ISO - Do advisers mislead consumers or misrepresent products" Presenter: Karen Stevens
Dispute resolution by the ISO, outling the process and procedure and, in particular, case studies involving the actions of advisers.
Technical Content - 1 Assumed Background Knowledge - 1	Delegate Participation - 2 Application - 3

 

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Workshop 5 - Friday 20 July, 3.45pm

"How to get the best out of your Insurance Company (Fire & General)" Presenters: Lance Ryan and Mark Hubber
Ever had your claims declined or reduced, insurance policies you don't understand, premiums high or low? There is help available. Mark Hubber will introduce Lance's presentation as a victim with first hand experience.
Technical Content - 2 Assumed Background Knowledge - 2	Delegate Participation - 4 Application - 1

 

"Myopia - are you a casualty" Presenter: David Beattie
Myopia tendencies usually result in adoption of a less than optimal risk profile - a look at history and the world of behavioural finance.
Technical Content - 2 Assumed Background Knowledge - 2	Delegate Participation - 2 Application - 2

 

"Succession Planning that Works" Presenter: David Greenslade
Learn practical options for exiting your business and measuring your capital value.
Technical Content - 2 Assumed Background Knowledge - 2	Delegate Participation - 4 Application - 5

 

"Taxation concepts relevant to Financial Planners" Presenter: Ron Bruce and Sonia Isitt
Methods of reducing you and your clients tax and dispelling some of the myths.
Technical Content - 1 Assumed Background Knowledge - 2	Delegate Participation - 1 Application - 5

 

"Get a Life! A day in the life of a Superachiever" Presenter: Fred Grosse
Simple techniques to help shift into peak states that keep you one-minded and productive while at work, then able to move gracefully into the family / friend channel at the end of the day.
Technical Content - 2 Assumed Background Knowledge - 3	Delegate Participation - 3 Application - 3

 

"Regulation - Is it all it's cracked up to be?" Presenter: Ruth Richardson
A good close look at regulating the Industry with some interesting comments. Delegate participation welcomed.
Technical Content - 3 Assumed Background Knowledge - 3	Delegate Participation - 4 Application - 3