FAAA Unveils Congress Agenda

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A former Time magazine editor and the Minister for Financial Services are among the speakers at the inaugural FAAA Congress in November.

Under the theme ‘Grow together’, the congress will be held in Adelaide from 20 to 22 November and will include the first FAAA Awards Gala Dinner.

FAAA chief executive Sarah Abood says advisers at the congress will have the opportunity to collaborate with their peers and gain knowledge to help succeed in today’s rapidly evolving financial services landscape.

Sarah Abood … a platform for advisers to exchange ideas, insights and knowledge

She adds the congress offers a platform for advisers to exchange ideas, insights and knowledge  at “ …the largest national event in the calendar for the advice profession.”

In the keynote session, attendees will hear from former Time magazine editor William Green “…who has plenty of insights gained over his 25-year career interviewing the world’s most successful investors.”

The FAAA also highlights:

  • Assistant Treasurer and Minister for Financial Services Stephen Jones will join the congress to outline the latest government views and regulatory developments in the advice area, with a particular focus on the status of the QoA Review reforms
  • A plenary session on the “inevitable growth” of artificial intelligence in the advice profession, featuring futurist Ross Dawson, CEO of Advice Intelligence Jacqui Henderson, Financial Planning Standards Board chief executive Dante De Gori and expert in AI tools Laurel Papworth.
  • The closing plenary features ultra extreme open water and ice swimmer adventurer Ryan Stramrood, who will present PushPastImpossible including insights on mindset, goal setting, believing in yourself and the power of determination
  • An update on the policy and advocacy objectives from the FAAA’s Phil Anderson and George John
David Sharpe …many sessions are accredited for CPD points

FAAA chair David Sharpe says advisers attending will leave the event more confident about running their practice in a time of constant regulatory and technological change.

“The content has been … curated by members for members, with many sessions accredited for CPD points across the range of legislated CPD areas.”

Breakout sessions will include:

  • Engaging and enriching client relationships
  • Growing the next generation of financial advisers
  • The blueprint for the successful advice firm
  • Strengthening standards for the global profession
  • Applying digital advice in practice
  • Hottest topics and latest info in SMSFs
  • The future of risk advice following the QoA Review
  • The ethics of risk profiling
  • De-risking client financial decision making in estate planning

The CFP Professional Connect specialist workshop will be held before the FAAA Congress, providing “…high-quality technical content in a session hosted by a panel of leading CFP professionals and subject matter experts.”

There will also be a number of pre-Congress sessions before the opening, including the Gen Next Session for paraplanners, emerging professionals and students, and the FAAA Professional Practice Session, focused on succession planning and how to retain key people.

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