Upcoming event

FAAA Sydney GEN NEXT Community returns with our first workshop event of the year – Pretend Planner for an Evening.

For new entrants to Financial Advice, it’s no secret that getting client facing experience is difficult. For those in client service roles or with ambition to become an Adviser, it’s a critical skill to develop. 

With an engaging group case study format, this event provides the opportunity to analyse client scenarios, whilst practicing the ability to communicate effectively and ask targeted questions as a Financial Adviser would through role playing. Attendees will receive feedback from experienced Advisers to improve their client engagement skills. 

At the conclusion of the event, there will be a chance to connect with other advice professionals over canapes and refreshments.

Be sure to register in advance, as spots are limited.

Agenda
5:15pm – 6:00pm: Registration and pre-event networking
6:00pm – 7:00pm: Workshop
7:00pm – 7:30pm: Q&A
7:30pm – 8:00pm: Networking over drinks and Nibbles

CPD hours will be available and confirmed prior to the event.

If you are interested in becoming a student member ($0 Membership Fee) and attending this event for free, please contact students@faaa.au

We look forward to seeing you there!

FAAA Sydney GEN NEXT Committee