Financial Advice New Zealand Conference 2024

5 – 6 March – Tākina Wellington Convention & Exhibition Centre

Financial Advice NZ Conference 2024

5 & 6 March – Wellington
Tākina Convention & Exhibition Centre

Thrive Masterclass: The psychology of financial planning

In 2021, the Financial Planning Standards Board (FPSB) initiated two pivotal studies –  the Global Job Analysis study and the Future of Financial Planning Practice study – that examined the evolving landscape of the financial planning profession. The results of these comprehensive studies prompted a review of the Global Financial Planning Standards and the integration of a new Knowledge Domain on the Psychology of Financial Planning in the 2022 update.

This inclusion recognises the importance of psychology in navigating the complexities of financial planning, addressing not just numbers but the intricate dynamics of human behaviour and emotions. The Framework of the Global Financial Planning Standards consists of three essential components – Knowing (Body of Knowledge), Doing (Standards of Practice), and Being (Standards of Ethical Conduct). Notably, each of these components will incorporate an element of the psychology of financial planning.

In preparation for the new Global Standards, set to take effect on 1 January 2025, and the highly anticipated release of the new FPSB resource book on ‘The Psychology of Financial Planning’, this masterclass promises to bridge the knowledge, practice and ethics of these psychological principles with their practical implementation in your financial planning practice.

This masterclass is a must-attend event for financial planners, advisors, and anyone interested in the dynamic intersection of psychology and finance. Whether you are looking to enhance your skills or align your practice with the latest industry standards, get ready to unlock the secrets that will empower your clients to achieve their financial goals with newfound confidence and clarity.

Date: Monday 4th March
Time: 2:00pm-5:00pm
Dinner – 6pm onwards

Dr Paul Moran

Paul is a Certified Financial Planner (CFP) and SMSF Specialist Advisor (SSA) with Financial Planning experience dating back to 1995.

In 2001, Paul commenced an independently owned practice in North Carlton, now operating as Moran Partners Financial Planning under its own AFSL. He is also CEO and co-founder of iFactFind – a SAAS based, interactive digital client data collection and management tool.

Paul has been involved in the financial planning profession as both a lecturer and practitioner. He has been involved in the Financial Planning Education Committee, and is a current member of the Professional Designations Committee of the FPA. He is also a current member of the Academic Advisory Panel of the International Financial Planning Standard Board as well as an co-author of a number of CFP textbooks.

He holds a Bachelor of Applied Science, Associate Diploma of Health Science, Diploma of Financial Planning, Master of Business Administration and Master of Taxation and Financial Planning. Paul recently completed a Doctorate at Victoria University in the area of financial decision making.

He was both the IFA Victorian and Australian ‘Financial Planner of the Year’ for 2004, FINSIA Practitioner Award Winner 2003, and a member of the AFR Smart Investor Top 50 Financial Planning Master Class in 2004, 2006 and 2012.

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