September 29, 2023


Learn Business From Experience

FAAA Congress theme is monetary planning occupation ‘rising collectively’ as one

2 min read

The Monetary Recommendation Affiliation Australia (FAAA) Congress in Adelaide from 20 to 22 November shall be its first as a unified skilled physique.

Beneath the theme, ‘Develop collectively’, the congress will host a spread of periods designed to tell and replace monetary planners on the problems dealing with the occupation in addition to present sensible instruments and data enabling them to work extra carefully with shoppers and their altering wants, significantly within the post-pandemic surroundings.

Early chook registrations have opened, priced at $1,150 for members and $1,850 for non-members. Members are inspired to register for early-bird pricing, which closes on 1 September.

FAAA chief government officer Sarah Abood says the FAAA Congress is the biggest nationwide occasion within the calendar for the monetary recommendation occupation.

“The occasion gives an distinctive alternative for members to attach with their friends, achieve insights and information from a packed workshop program, and have enjoyable on the many networking and social capabilities,” Ms Abood says.

“A function at this yr’s Congress is the breakfast hosted by the Encourage group of ladies in monetary recommendation, on 21 November – together with an thrilling visitor speaker.”

Ms Abood says the CFP Skilled Join specialist workshop will make a return this yr the day earlier than the FAAA Congress kicks off, offering high-quality technical content material in a session hosted by a panel of main CFP professionals and subject material specialists who will put delegates’ information, expertise and creativity to the take a look at.

There may even be Pre-Congress periods through the afternoon earlier than the official opening, together with the Gen Subsequent Session for paraplanners, rising professionals and college students, and the FAAA Skilled Follow Session, targeted on succession planning and the best way to retain key folks in your small business.

For extra particulars and to register for the FAAA Congress, go to:

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