FPA roadshow attracts 3000 planners
The Financial Planning Association's (FPA) national road show on best interest and retirement planning has garnered almost 3000 registrations, with two out of the 33 road shows yet to take place.
General manager of policy and conduct, Dante De Gori, said the political and financial industry focus on retirement meant planners were seeing advice opportunities in retirement planning.
"The FOFA (Future of Financial Advice) reforms were only settled at the end of 2014 and the best interest duty requirements remain fairly new and untested," he said.
"For this reason, our roadshows this year focused on supporting planners through these changes by sharing practical guidance on how to provide high quality financial advice to their clients, in a way that meets their best interest obligations."
The road show included an adviser workbook, which had specific advice processes, and case studies that outlined how to meet the best interest duty.
The roadshows were developed in partnership with Challenger and Zenith Investment Partners, and concludes tomorrow.
AUTHOR
Malavika Santhebennur
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