Financial Planning

2019 Congress: Here we come

12 August 2019

Michelle Tate-Lovery

Michelle is the Head of Content for the Financial Advice Association of Australia (FAAA) and a financial adviser with over three decades of experience...

The FPA Congress Committee is putting together a program that will inspire and challenge planners over 27-29 November 2019.

The Congress team enjoy bringing members together to participate in a quality professional development program, where we can share ideas around managing change and challenges and inspire each other to shape the future of financial advice.

The 2019 FPA Professionals Congress program commences with two professional workshops on Wednesday 27 November – it will be worth arriving in Melbourne in time to attend these popular three-hour workshops.

The Professional Practice Workshop will be broken up into two parts: Addressing business planning (how to move forward, providing a focus of where to start turning obstacles into practical strategies and into actions to recalibrate your model of business); and HR (how to get it right in small to medium size businesses, including the importance of developing and retaining your top talent and grooming talent as your succession plan).

The Paraplanning Workshop, while primarily attracting paraplanners, often includes many planners who want to learn more about effective Statement of Advice construction and delivery. This will be a technical workshop around the problem areas of Statements of Advice and how to overcome them.

These workshops will lead into our first keynote session on Wednesday afternoon.

All three keynotes will feature high calibre speakers and content. There are a range of speakers, inclusive of thought leaders, business leaders and a global panel of financial planners. We will have inspirational and motivational speakers who will take you to ‘new horizons’. They will provide glimpses of what is going on in our fast changing world and how innovation, changing mindset and reimagining our agility and creativity, will lead us to a place where we can extend ourselves to reach our full potential.

Our last keynote concludes the Congress on Friday 29 November at 2pm, which provides delegates with plenty of time to make their afternoon flights or perhaps, meet family and friends for a weekend in Melbourne. However, please do your best to stay to the very end of Congress – and be part of a few surprises!

On Thursday and Friday, you will be able to choose six workshops (from 24) to attend, covering four work streams – technical, communication, practice management and wellbeing. Financial planners love hearing from each other, so in the technical streams, we are going to have a lot of sharing of ideas from practitioners.

On Thursday 28 November, we invite all delegates to come along to the Women in Wealth breakfast and to start the morning off hearing from one of our inspirational speakers.

At the end of the day on Thursday, delegates are invited to our Future2 Celebrationat St Kilda Sea Baths, where this year’s FPA Award winners will be announced. Don’t forget to purchase your tickets when you register and bring your team along for a memorable night of networking opportunities, entertainment and fun at this fantastic venue.

There has never been a more important time for the profession to position itself in order to expand its horizons and to reimagine what the future holds.

Be sure to register for Congress before 31 August to access the early bird discount of $245.

For members who choose to attend FPA Congress 2019, there will be breakthrough moments that will transform your business. There’s strength and power that comes from assembling together as a profession. This is a not to be missed Congress.

We look forward to seeing you and your team in Melbourne over 27-29 November for the 2019 FPA Professionals Congress.

Michelle Tate-Lovery CFP®is Chair of the Congress Committee. For more information, click here.