A core function of FPSA is the continual development and education of advisers. FPSA provides a structured training and education program to meet CPD requirements. Each adviser has an individual training plan highlighting the required CPD points in each knowledge area, for example superannuation, insurance, managed investments and shares.

The main method of accumulating CPD points is via the Rainmaker Group’s Custom CPD Program, which publishes a number of articles each month sourced from a variety of industry publications. Each article includes an assessment and applicable CPD points, which are credited to the adviser’s record.

Advisers can also accumulate CPD points by attending training and information sessions, either provided by external bodies (such as the FPA or fund managers) or FPSA. 

FPSA conducts professional development programs such as:

Annual National Conference

• Provides networking opportunities
• Presentations from industry experts
• Technical sessions covering current issues
• Business concepts and strategies for running successful SMEs

Professional Development Day

• Provides quality presentations delivered by experts in their field.
• High level technical content covering Investments, Risk Insurance and Superannuation
• Updates on industry issues, concepts and strategies

Symposiums

• These are half day intensive workshops covering strategic and technical concepts. Topics include portfolio construction and risk management, financial and legal aspects of insurance ownership and rights of beneficiaries, extracting value from equity base model portfolios etc.

Business Retreat

• An annual two day workshop wholly focussed on building and running a successful SME. We realise that advisers run a small business in a competitive environment who seek assistance developing objectives, strategies and action plans to progress their business.

Boardroom Briefings

• Provided by Fund Managers - topics include economic updates, reports on developing markets etc.