Best Practice Series: Retirement Income Forum
Best Practice Series: Retirement Income Forum
Starts: 10 November 2022 8:30am
Ends: 10 November 2022 2:30pm
The Retirement Income Forum seeks to assist advisers and investment professionals in navigating through the array of strategies and considerations that are required for clients that are transitioning to or are already in retirement.
Venue: Sydney - in-person and virtual
Website: https://www.financialstandard.com.au/retirement-income-forumTechnical Services Forum
Technical Services Forum
Starts: 16 November 2022 12:30pm
Ends: 16 November 2022 2:30pm
The Financial Standard Technical Services Forum will commence in June 2022, and will run three sessions in the year.
The forum is open to professionals including technical services experts, paraplanners, research, policy and advice specialists.
The Financial Standard Technical Services Forum will cover retirement income strategies, SMSF income streams, aged care and other leading industry issues.
Venue: Sydney
Website: https://www.financialstandard.com.au/technical-services-forumA year in wealth management - what it means for 2023
A year in wealth management - what it means for 2023
Starts: 17 November 2022 10:00am
Ends: 17 November 2022 10:45am
Rainmaker Information's final webinar for the year will look at the trends that evolved in 2022 and review how these are likely to impact the market in 2023 and beyond - focusing on how this might impact AFSLs, super funds, investment managers and platform providers.
Venue: Online
State: Host: Rainmaker Information
Website: https://issgov.zoom.us/webinar/register/5416656223201/WN_GMH9I4rDTtmiUqs688GsLAFPA Professionals Congress
FPA Professionals Congress
Starts: 23 November 2022 9:00am
Ends: 24 November 2022 5:00pm
The FPA Professionals Congress is a highlight each year for the financial planning profession. The event will offer an exceptional opportunity for you to reconnect with your peers - in person - as you gain the insights and knowledge you need to make the most of 2022 and beyond.
Venue: ICC Sydney | Level 2, 14 Darling Drive
State: NSW
Host: Financial Planning Association of Australia
Website: https://fpa.eventsair.com/2021-professionals-congress/Ethical Advice Conference
Ethical Advice Conference
Starts: 9 November 2022 9:00am
Ends: 9 November 2022 1:30pm
Bridging the Responsible Investment knowledge gap. We are helping advisers go from competent to confident when it comes to ethical and sustainable financial advice.
This event is designed for Advisers to upskill themselves and gain practical knowledge that adds value to their practice.
Venue: Virtual
Website: https://www.ethicaladviceconference.com/iPARM 2022: Investment Performance Measurement, Attribution & Risk Management Hybrid Forum
iPARM 2022: Investment Performance Measurement, Attribution & Risk Management Hybrid Forum
Starts: 8 November 2022 8:30am
Ends: 9 November 2022 5:00pm
Discussing the YFYS performance tests including the relevance of past performance and risk adjusted returns. Pay for 3 & get unlimited registrations, register now & Save
Venue: Sydney
Website: https://ibrc.com.au/10th-annual-iparm-investment-performance-measurement-attribution-risk-management-2022-forum/RG146 Foundations of Super
RG146 Foundations of Super
Starts: 8 November 2022 12:30pm
Ends: 10 November 2022 5:00pm
AIST's new offering is ideal for both industry newcomers who need a thorough introduction to superannuation and those who want a broad overview of the industry, including new trustee directors.
The RG146 Foundations of Super course was developed by AIST to suit those, including staff in client-facing roles, who need to be RG146 compliant but who don't intend to undertake the AIST Diploma of Superannuation, and will not be giving personal advice.
The course meets all the generic and specialist knowledge requirements specified by ASIC in Regulatory Guide (RG)146. It explores the history, rules and regulations of superannuation and how it fits into Australia's economic landscape.
Venue: Virtual
Website: https://www.aist.asn.au/Library/Education/RG146-Foundations-of-SuperSuper Starter (Essential Facts)
Super Starter (Essential Facts)
Starts: 15 November 2022 1:00pm
Ends: 15 November 2022 4:00pm
Super Starter will provide all the essentials needed to kick off a career in super. Super Starter will help participants to make sense of the jargon, acronyms and complexity that is typical of the super industry. It will provide an overview of the history and mechanics of superannuation to help you to be more effective in your role.
Venue: Virtual
Website: https://www.aist.asn.au/Library/Education/Super-Starter-Essential-FactsiShares ETF Certification Course - November 15-17, Melb | Syd | Bris
iShares ETF Certification Course - November 15-17, Melb | Syd | Bris
Starts: 15 November 2022 12:00am
Ends: 17 November 2022 11:59pm
The iShares ETF Certification event is back! Register to learn how ETFs can help you build portfolios & practices of tomorrow, today. Earn CPD hours.
Website: https://event.blackrock.com/event/a40ec050-e941-483d-98fa-2b3660bad136/websitePage:e535029a-f03c-499c-a0de-2aa4672d4e15?cid=nwsl:ish:ETF:na:fa:finstandFSwebsite:eii:TBC:desk:directoryIOC - Investment Operations Challenges 2022 Hybrid Forum
IOC - Investment Operations Challenges 2022 Hybrid Forum
Starts: 21 November 2022 9:00am
Ends: 22 November 2022 5:00pm
Exploring the issues affecting the back and middle office and ways to optimise your investment operations and improve efficiency. Pay for 3 & get unlimited registrations, register now & Save
Venue: Sydney
Website: https://ibrc.com.au/annual-ioc-2022-investment-operations-challenges-conference-2022/The boundaries of factual information and advice
The boundaries of factual information and advice
Starts: 24 November 2022 1:00pm
Ends: 24 November 2022 4:00pm
This three hour session provides participants with the skills and tools they need to outline the different types of financial advice defined in the Corporations Act, to understand advice disclosure requirements and best practice in the provision of general advice to superannuation members.
Venue: Virtual
Website: https://www.aist.asn.au/Library/Education/The-boundaries-of-factual-information-and-adviceIntroduction to Investments in Super - Part 1
Introduction to Investments in Super - Part 1
Starts: 29 November 2022 1:00pm
Ends: 29 November 2022 4:30pm
This course examines how super funds invest members' money. Using plain English and demystifying the jargon, it explains what super funds invest in, the options they offer to members and the parties involved in the investment process.
Venue: Virtual
Website: https://www.aist.asn.au/Library/Education/Intro-to-Investments-in-Super-Part-1