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Adviser Education Standards
The AFA's Phil Anderson talks with Riskinfo about the challenges presented by the new minimum standards qualification regime, and how his organisation is working to have the experience of long-serving industry professionals recognised by the regulator...
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- Articles are sourced from previous Riskinfo reporting or direct from the contributor.
- Every article and accompanying quiz has been assessed and approved by the Association of Financial Advisers Campus AFA Division.
Adviser Education Standards
The AFA's Phil Anderson talks with Riskinfo about the challenges presented by the new minimum standards qualification regime, and how his organisation is working to have the experience of long-serving industry professionals recognised by the regulator...
Focusing on Ideal Clients Leads to Business Growth
In this free CPD feature, the partners of a financial advice company share what they have learned during the building of their business and outline the types of clients they aim to work with.
Adviser Business Built on a Commitment to the Community
In this free CPD feature, Nathan Yuille of Sherrin Partners discusses his firm's structured advice model and how it helps the company focus on the needs of its clients.
Key to Success is to be True to Your Values
In this free CPD feature, Tim Ross of Henderson Ross and Co Financial Group, discusses his firm's transition from a risk-focused business to a broad-based financial advice service...
Working With an Accountant Adds up
In this free CPD feature, Poole Group's specialist risk adviser Hayden White shares the lessons he's learned as a financial adviser working with accountants…
The Value of an Inquiring Mind
In this free CPD feature, Jenny Brown of JBS Financial Strategies discusses the value of an inquiring mind as she transitioned from a career in advertising to running a successful advisory practice.
A Time for Trust and Rebuilding
In this free CPD feature, industry stakeholder Joe Perri says the adviser-client relationship comes to the fore in times of stress and extols the benefits of old-school marketing techniques.
Company Culture – the Bedrock of Successful Growth
This free CPD feature looks at how developing a positive company culture, and giving employees ownership of their roles, helped a wealth advice start-up come to the attention of a global insurance company.
One Step at a Time
This free CPD feature looks at developing and managing good client relationships – from using old-school pen and paper to helping recently bereaved women.
That Which Unites Us
In this free CPD article, four life company chiefs attending the AFA Vision 2020 Virtual Conference address a range of critical issues impacting the life insurance sector.
Health, Lifestyle and Healthy Living
The articles in this CPD Points quiz addresses some of the key issues that are relevant to both advisers and their clients when it comes to health, lifestyle and healthy living.
Finding the Balance Between Fees and Commission Remuneration
These articles explore the issues associated with charging fees for advice, including fees for life insurance advice…
Considering Your Clients and Your Business
The first of these two articles considers skills and approaches that may assist many advisers in their risk-focussed conversations with clients and prospective clients, while the second article asks advisers to reflect on key issues that may impact the future direction of their business. Both these articles appeared in Riskinfo’s Adviser Focus article series in 2020…
Who Should Pay for Life Insurance Advice?
These two articles consider the debate around commission-based remuneration for providing life insurance advice, and whether a fee-based proposition is a viable alternative...
Practice Management Top Tips
The two articles in this CPD Points Quiz respectively consider top tips on how to engage Millennial clients and manage your advice business through changing times…
How to Navigate a Changing World of Insurance Products
This feature considers effective ownership structures for life insurance, structuring income protection cover for the self-employed, as well as strategies advisers might consider following the disappearance of agreed value IP cover…
Key Elements of Success – Building Knowledge and Trust
According to the Beddoes Institute there are seven key ingredients that can form the bedrock of a successful adviser practice in today's highly competitive environment.
Guidance Through Grief Part 2
Part one of this series considered how advisers and insurers add value for their clients at a time of loss. In part two, we examine the toll that helping grieving clients can have on the individual adviser...
Guidance Through Grief Part 1
Riskinfo joined with a cross-section of industry colleagues to conduct an Industry Round Table to consider the grief process and associated issues from the point of view of the adviser, the claimant and the life company...
Considering the Mutual Insurance Model
These free CPD articles argue the case for a return to the mutual life insurance company ownership model…
Soft Skills – Elements of Value/Importance of Purpose, Attitude
This free CPD article reflects on what's needed to create value for your clients as well as the importance of understanding purpose and attitude in shaping your advice narrative…
How to Respond to Changing Times
Despite a world of change being faced by advisers as a result of regulators and technology, this free CPD quiz concludes that those who embrace change could thrive...
Why Life Insurance Matters
This CPD quiz discusses why life insurance matters and why life insurance for homemakers in Australia appears to be an under-utilised advice solution…
Making Compliance Work For You: The Elements of Valuable Life Insurance
This CPD quiz explores some of the fundamentals around the provision of life insurance advice from the perspective of working within the regulatory guidelines required of advisers...
Help Clients See the Light and Support Them Through Serious Illness
Our latest CPD quiz challenges advisers to listen carefully to clients who find themselves in financial difficulties and to consider other ways to help their clients beyond a claim pay-out...
Practice Management – Generating Business, Client Selection, Business Structure
Two industry consultants outline strategies that may help advisers bring new clients onboard, position their adviser/client relationship and better communicate the value they offer…
Due Diligence for Advice Practices
Discover the 10 common errors financial advisers make when working with accountants and why advisers should perform their own due diligence before aligning themselves with a licensee…
Soft Skills – Social Security and Trauma Advice
Jim Prigg encourages advisers to debunk some myths around Australia's Social Security system, while Chris Unwin considers some key issues relating to trauma insurance advice...
Great Office Productivity, Value of Salaried Advice Staff
These two general category CPD articles will help you learn what it’s going to take to have more great days at the office, and build a better advice business...
Soft Skills – Client Management
This CPD article explores what to do – and what not to do – when it comes to managing your clients and the quality of your client database...
How to Best Communicate With Your Clients – Today and Tomorrow
Client communication issues are considered in this article set: interpersonal skills and leveraging technology…
Life Insurance Examination Leads to Critical Questions
This CPD article focusses on a review of the key issues raised during the Life Insurance hearings conducted at the Financial Services Royal Commission…
Top Marketing Tips for Advice Businesses
These two articles share top marketing tips for advice businesses around staying relevant and gaining ideal client referrals…
Paying Fees for Risk Advice
These two articles explore various issues relating to the prospect of charging fees for life insurance advice…
Improving Your Visibility, Sourcing Your Ideal Clients
Two practice marketing articles explore how to improve your visibility to prospective clients and proven methods for attracting your ideal client…
Insurance for Multi-Tasking Parents, Choosing Between Level and Stepped Premiums
These two articles provided by BT consider 'home duties' definitions and choosing between level and stepped premiums...
Risky Business? Not Necessarily…
This CPD article, authored by Elixir Consulting’s Sue Viskovic, considers the regulatory reforms and other issues impacting advisers, and how advisers can regain and maintain a sense of stability and direction…
Soft Skills – Various
This series of five brief articles have been combined into a package which will deliver 0.25 CPD hours to contribute towards your annual CPD target. Each article reflects on soft skills development – from overcoming objections to handling loadings and exclusions to securing great referrals for your business...
Numerous articles revolve around the life insurance narrative, while others relate to broader areas of relevance for all advisers, such as soft skills, regulation and compliance, professionalism and ethics, technical skills and other general competencies shared by all advisers and advice businesses.
Most articles or article sets will deliver 0.25 points’ credit towards one of the five CPD areas outlined by the Financial Adviser Standards and Ethics Authority (FASEA):
- Technical competence
- Client care and practice
- Regulatory compliance and consumer protection
- Professionalism and ethics
- General
Experience this easy-to-use service as you continue your efforts to build a great advice proposition in serving the best interests of your clients.
Click here to find out more from FASEA regarding the Continuing Professional Development standards the Authority requires you to meet and maintain.
…And take this link to access FASEA’s CPD log book template.