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2016 National Financial Planning Symposiums

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 Financial Planning. 

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.

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