Time to review your professional development plan and stay compliant in the new regime

Let’s tackle this together, with tips on how to recognise your knowledge or skills gaps, and how to plan meaningful professional development for the rest of the year. This will ensure you stay compliant in the new regime.

We will work through ways to help you demonstrate that you have the required competency based on your area of advice and expertise.

As this is a requirement of the Code of Professional Conduct for Financial Advice Services and duties under the law, we’ll work though a practical approach to plan, record, and track your progress.

We will look at mortgage advisers, insurance advisers, and investment advisers – and map out a plan that is practical and simple to follow.

It’s continuous development so let’s get started!

How do I join the webinar series? Zoom Link – simply click on the link to register for the series

Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.

What is the cost? Free for Financial Advice Members and $50+gst for non-members.

CPD will automatically be applied to member’s accounts within 10 working days after the webinar. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page.