We ran four flagship national conferences in 2016.
The Story of Financial Planning
Through our 2016 National Financial Planning Symposiums we took
inspiration from the world's greatest storyteller, William
Shakespeare, as we celebrated the evolution of the story of
Global brands have perfected the use of storytelling to
demonstrate the relevance of their products to potential clients in
ways that make them want to buy. Successful Financial Planners know
only too well the power of storytelling in helping clients to
understand and prioritise their goals as well as realise the
potential consequences of inaction.
About the Financial Planning Academy
The National Financial Planning Symposiums are the flagship
events for our new Financial Planning Academy. The academy provides
a range of resources to support members striving to achieve the
highest professional standards; embrace the latest financial
planning techniques and learn new skills. Find the support you need
to help you achieve your Chartered goal; maximise the value of your
Chartered status and continue your professional journey.
about the Financial Planning Academy »
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