AAP UPDATES | 10 NOVEMBER 2016

/AAP UPDATES | 10 NOVEMBER 2016
AAP UPDATES | 10 NOVEMBER 2016 2017-08-11T18:02:25+00:00

CENTREPOINT ALLIANCE CHRISTMAS PROFESSIONAL DEVELOPMENT DAY

EARN UP TO 3.55 CPD POINTS!

We are delighted to invite you, your referral partners, and your staff to attend our 2016 Christmas Professional Development Day and lunch which commences in Brisbane on 23rd November.

This year’s series of events has a bumper agenda (the separate agenda for the Sunshine Coast and Townsville is available here) with speakers from MLC, Asteron, and Colonial First State and, in addition, we are excited to launch this year’s ‘Ideas Exchange’ session. And don’t forget that our 2016/2017 charity is the Variety Cycle Challenge event in the Hunter Valley – taking place in April 2017.

If you would like to express of interest to ride, or to assist in fundraising efforts, please contact Mark Teale or Rodney Crouch. More details will be released during the Christmas Professional Development Day events.

Don’t forget to register here!

SAVE THE DATE! PROFESSIONAL DEVELOPMENT WORKSHOP 2017

It’s on again! Next year’s Professional Development Workshop will be our best yet – make sure you mark your calendars today; don’t miss out!

The Professional Development Workshop is one of our biggest events of the year, and we can’t wait for you to see what we have planned for you!

Suitable for all advisers, paraplanners, support staff, and all members of the finance industry – this event will be a fantastic opportunity to gather with your peers – staying true to next year’s theme: ‘Together Towards Tomorrow’.

Centrepoint Alliance Professional Development Workshop 2017: 23-24 February 2017

Bookmark our Events page to make sure you never miss an opportunity again!

TECH UPDATE

Read the latest Tech Update regarding the third round of exposure draft legislation and explanatory material to lower the annual non-concessional contributions (NCC) cap, kindly supplied by DBA Lawyers, here.

UPCOMING CPD EVENTS: NOVEMBER AND DECEMBER 2016

UNDERSTANDING ASIC’S RECENT ANNOUNCEMENT

A recent media release from ASIC has raised concerns regarding the use of the terms ‘Independent’ and ‘non-aligned’ across financial services websites, documentation, and other collateral.

This webinar will cover:

  • What terms are restricted and should be avoided.
  • Summarise ASIC’s concerns related to these terms.
  • Examine some alternative wording.
  • Discuss other recent infringement notices issued by ASIC.

PRESENTER:  Tara Foulkes, Head of Professional Standards, Centrepoint Alliance

SUITABLE FOR: Financial Advisers, Tax (Financial) Advisers, Paraplanners, and support staff

KNOWLEDGE AREAS: Practice Management and Ethics

UNDERSTANDING ASIC’S RECENT ANNOUNCEMENT
Tuesday, 15 November 2016 1.00 pm – 2.00 pm (AEST) Click here to register.

BEST PRACTICE FOR INSURANCE

This webinar will look at the key aspects you will need to deliver appropriate and quality insurance advice, tips, and pointers to deliver quality examples

PRESENTER:  Rizwan Sunnivora, Professional Standards Consultant, Centrepoint Alliance

SUITABLE FOR: Financial Advisers, Paraplanners, and Support Staff

KNOWLEDGE AREAS: Insurance

BEST PRACTICE FOR INSURANCE
Tuesday, 29 November 2016 10:30 am – 11:30 pm (AEST) Click here to register.
Thursday, 1 December 2016 2:30 pm – 3:30 pm (AEST) Click here to register.

Make sure to visit the events section of our website to see all the upcoming CPD webinars scheduled for 2016.

CLIENT RESOURCES

REALISE YOUR DREAM BLOG

Are you ‘financially literate’?

What does it mean to be ‘financially literate’? Peter Kelly explores the answer in this week’s Realise Your Dream.

Read more on this topic from Peter Kelly here.