FPA sets November dates for congress, advice reviewer Michelle Levy to provide update – Life Insurance – Insurance News


FPA sets November dates for congress, advice reviewer Michelle Levy to provide update

19 September 2022

The Financial Planning Association (FPA) will hold its Professionals Congress from November 23-24 in Sydney, with many sessions scheduled to discuss the issues facing its members after more than two years of pandemic disruption.

FPA says there will be a breakout session on the Quality of Advice Review with an update from Reviewer Michelle Levy, who last month released a proposals paper ahead of a final report to the Government in December.

Other sessions over the two-day event include legislative updates, building a life insurance proposition in the current climate and client engagement in a post-covid world.

CEO Sarah Abood says since the last in-person Professionals Congress in 2019, there has been huge change both in the financial planning profession and also in the broader community.

“As a profession we have seen a bewildering range of ongoing and proposed legislative change, and grappled with a substantial fall in the number of financial planners,” Ms Abood said.

“We’ve experienced a pandemic, a change of government, and a volatile broader macroeconomic environment which have all impacted how financial planners go about their work with clients.

“As well, the ways that clients think about their finances, their life goals and their priorities, have changed following the pandemic.”

She says the November event provides an opportunity for an update on all the changes, and to learn from peers as well as benefit from global best practice.

“As we mark our 30th birthday as an association, and contemplate a new start joining our colleagues at the [Association of Financial Advisers]the theme of Reunite, Reset is enormously relevant,” Ms Abood said.

The FPA and Association of Financial Advisers recently announced they were exploring a potential merger with the aim of creating a “unified voice” to represent the profession.

Click here for event details.



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