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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…

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  • Articles are sourced from previous Riskinfo reporting or direct from the contributor.
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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…

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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…

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Key Elements of Success

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.

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Making Compliance Work For You

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...

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Considering the Mutual Insurance Model

These two free CPD articles argue the case for a return in Australia to the mutual life insurance company ownership model…

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Care Needed in Pooling the Risk

While the key to a fair and equitable insurance system is based on the risk pool being carefully managed, industry specialists are also watching the introduction of assisted suicide laws and the impact this could have on the insurance sector.

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Why Life Insurance Matters

These free CPD articles variously reflect on why life insurance matters for Australians and why life insurance for homemakers appears to be a somewhat under-utilised advice solution…

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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…

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Help Clients See the Light and Support Them Through Serious Illness

In this CPD feature, advisers are shown ways to assist clients who find themselves in financial difficulties and are asked to consider other ways to help beyond the claim payout…

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Improve Office Productivity and Value Salaried Advice Staff

These two general category CPD articles will help you learn what it will take to have more great days at the office, and build a better advice business...

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Tips for Advice Businesses

These two articles share top marketing tips for advice businesses around staying relevant and gaining worthwhile client referrals…

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MetLife 360Health Virtual Care

Riskinfo Learning sponsor, MetLife, sits down with Teladoc Health to share some great insights into MetLife's 360Health Virtual Care programme, especially how the service adds value for advisers and their clients…

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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…

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What We Can All Learn From Rocky Balboa

This free CPD quiz explores how one advisory business has thrived in the face of Covid-19 by engaging with customers and embracing technology...

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Is Evie in the Office? How Tech Can Help You

This free CPD quiz explores how technology, such as auto-scheduling apps and AI, can help you become more efficient – without losing the personal touch when it comes to client relationships...

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How to Build a Robust Claims Process

This free CPD quiz explores the benefit of an experienced adviser working hand-in-hand with their clients in selecting the best insurance and supporting them at claim time...

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Claims Management – The Power of Specialisation

In this free CPD quiz an experienced risk adviser discusses the benefits to his company of having specialised in claims management...

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ASIC/Treasury Review – Quality of Life Insurance Advice

In this free CPD quiz, Phil Anderson of the Association of Financial Advisers talks about the Treasury's review of the quality of life insurance advice...

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Increasing Risk Advice Efficiency

In this free CPD quiz, the team at Astute Wheel challenge advisers to consider what it may take to complete a risk SoA in 60 minutes...

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Take Control of Your Business

This free CPD quiz reflects on what it takes to successfully operate an advice business against a backdrop of regulatory changes impacted by Covid-19's effect on the industry and consumers...

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Why Practice Owners Need to Focus on Their Staff

While Covid-19 has led to many members of staff working from home, this free CPD quiz highlights the ongoing need for employers to find ways to provide mentoring and training...

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Change Brings Opportunity

This free CPD quiz looks at what changes the financial advice sector is expected to experience, and there's also a timely reminder on how advisers can help their clients feel more confident in these challenging times...

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After 21 Years – Lessons Learned and Experience Shared

This free CPD quiz considers key learnings about advice practices and the clients they serve, as experienced by the team at Business Health over the last 21 years…

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Soft Skills – Positioning the Life Insurance Narrative

This free CPD feature outlines the concept of 'setting out your stall' as part of a pre-stager to the life insurance advice narrative...

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APRA’s IP Intervention

The AFA's Phil Anderson talks with Riskinfo about a range of changes that will likely impact the life insurance and income protection market as insurers react to intervention from APRA…

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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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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.

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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.

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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...

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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…

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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.

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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.

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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.

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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.

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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.

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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.

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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…

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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…

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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...

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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…

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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…

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Considering the Mutual Insurance Model

These free CPD articles argue the case for a return to the mutual life insurance company ownership model…

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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...

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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.

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