Our agenda, featuring industry leaders and experts, will provide you with the latest research, best practices and commentary to refine your learning. We have also selected sessions to help close gaps in some less common CPD topic areas, such as Client Care and Practice and Professionalism and Ethics.
With 15 sessions over three days, you will find key insights and practical guidance to assist you in continuing to provide your clients with quality advice to help them achieve their financial goals.
Can't commit to all 15 sessions? No problem! You only need to register once to personalise your agenda by selecting only those sessions relevant to you.
Click here for the full recordings from this series or select the titles below to access the slide decks from each session.
Day 1
Investment Insights from Leading Global Equity Managers, Franklin Templeton, Loftus Peak, PM Capital, Schroders
2025 is the year to get greedy in Commercial Real Estate Debt, Fidante
Longevity Product Case Study, Allianz Retire+
Emerging from the Pack: A Quarter of a Century of Strong Results in Emerging Market Equities, Dimensional
Is Value Dead, Brandywine Global / Franklin Templeton
Day 2
The Hidden Forces Behind Financial Decisions, ClearView
Decoding Financials: Smarter Underwriting, Better Claims, AIA
Longevity Product Case Study, Challenger
Total Recourse: Managing Risk in SMSFs, MLC / Acenda
Ethical Dilemmas: Embracing Imperfection, TAL
Day 3
SMA Investing: Building Tomorrow’s Portfolios Today, BlackRock, Human Financial, Morningstar
SMSF Investments and 13.22C Unit Trusts, BT
Longevity Product Case Study, Generation Life
The Rise of Private Credit, Australian Retirement Trust
Trust by Design: Applying Ethics in Retirement, Alliance Retire+
Event Details
Date:
Oct 14 to Oct 16 2025
Type: Virtual