Virtual Masterclass February 2025

Kick start 2025 with our February Virtual Masterclass Series. 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 agenda including the synopsis and presenter for each session. Below are the session recordings and slide deck. Day 1 Session 1 Panel Session with PM Capital, Franklin Templeton, Loftus Peak, Ares, Navigating macroeconomic risks and opportunities Insights - Recording - Slide Deck Day 1 Session 2 Challenger, His Hers Ours - Recording - Slide Deck Day 1 Session 3 Macquarie, Hunting for Organic Growth - Recording - Slide Deck Day 1 Session 4 Russell, High for how much Longer - Recording - Slide Deck Day 1 Session 5 CPAL Prof Standards, Costly Missteps - Recording - Slide Deck Day 2 Session 1 BT, Will Ethics Be The Death Of You? - Recording - Slide Deck Day 2 Session 2 ART, Trust & the intergenerational wealth transfer - Recording - Slide Deck Day 2 Session 3 Allianz Retire+, Lifetime income inside an SMSF - Recording - Slide Deck Day 2 Session 5 Dimensional, Insights to Excellence - Recording - Slide Deck Day 3 Session 1 AIA. SMSF succession planning tips, traps and nuances - Recording - Slide Deck Day 3 Session 2 MLC, Safe as Houses - Building an Ethical Risk Advice Framework - Recording - Slide Deck Day 3 Session 3 Natixis, Culture eats strategy - Recording - Slide Deck Day 3 Session 4 CPAL Technical, When the rubber hits the road - Recording - Slide Deck Day 3 Session 5 Franklin Templeton, Search for Sustainably Sustainable Dividends - Recording - Slide Deck