Investment, Insurance, Superannuation
APEX Insights > Learn > APEX Lunch and Learn webinars
This webinar series, is just one of many ways Zurich and OnePath are demonstrating our combined commitment to next level adviser education. We will soon be launching _Zone, a new way to unlock your potential and provide value beyond advice to your clients.
_Zone is your education program, designed to guide you through the professional development you need as an adviser to meet the challenges of today and tomorrow. Visit zoneeducation.com.au to register your interest.
Our first series for 2020 will focus on helping you succeed in the FASEA exam and stay across the latest industry updates. We’ve partnered with industry experts to provide you with the market insights you love, plus offering you the practical training to get FASEA ready.
At just 60 minutes they are quick and easy and can also earn you CPD accreditation for attending.
Registrations are open now for the upcoming webinars below.
| Webinar details | Date - Time | Presenter & Registration |
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Winning tips to nail the FASEA exam Yvonne Chu, Head of Technical Service and Professional Development at Australian Unity successfully sat the FASEA exam in June, will take you through her winning tips and personal study plan that will help you get the best results |
Friday, 20th March CPD Points 0.5 hours Financial Planning: 0.25 hours |
Yvonne Chu, Head of Technical Service and Professional Development, Australian Unity |
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Why Easy to Pronounce Stocks are More Attractive & other financial decisions that don't make sense Mark Neil, Risk Strategy Specialist from Zurich/OnePath introduces you to the surprising and sometimes irrational world of Behavioural Finance. Find out why easy to pronounce stocks perform better over the short term and how a Rolls Royce can be presented as a cheap alternative. In the first of two webinars, Mike provides an introduction to Behavioural Finance and the key principles that guide financial decision making. After this webinar you will have a better understanding of why your clients don't always make the most optimal financial decisions. |
Wednesday, 25th March, 12:30 pm -1.30 pm AEDT CPD Points 1.0 hours |
Mark Neil, Risk Strategy Specialist, Zurich and OnePath
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$100 today or $105 tomorrow? Understanding behavioural finance biases Mark Neil, Risk Strategy Specialist at Zurich/OnePath will explore the most common cognitive biases that affect people's decision making. In this session, you will learn why people prefer to make no decision at all, why people put things off for the future and why we feel loss twice as much as a gain. |
Wednesday, 1st April, 12:30 pm -1.30 pm AEDT CPD Points 1.0 hours |
Mark Neil. Risk Strategy Specialist, Zurich and OnePath
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Ethics Essentials and the FASEA Code of Ethics This webinar will deliver a practical introduction to ethics – applicable to professionals working in financial advice. The content will be relevant, informative and engaging. Following the foundations of ethics, the webinar will lead into the recently introduced FASEA Code of Ethics – including the five values of Trustworthiness, Competence, Honesty, Fairness and Diligence, and the 12 Standards.. |
Monday, 30th March, 12:30pm - 1:30pm CPD Points 1.0 hours |
Dr. Matthew Beard Fellow, The Ethics Centre |
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Discussing your real life ethical dilemmas: Case Study Clinic Dr. Matthew Beard from the Ethics Centre will present real life cases and explore the ethical dimensions and considerations advisers should consider. There will be direct reference to the FASEA Code of Ethics and its application to complex and difficult ethical situations. The session will also feature a live Q&A with The Ethics Centre, moderated with support of the One Path team via the chat box functionality in the webinar portal.
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Monday, 6th April 12:30 pm -1.30 pm AEDT CPD Points 1.0 hours |
Dr. Matthew Beard Fellow, The Ethics Centre
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The future of risk advice: Premium volatility & sustainability In the current environment of uncertainty, premium volatility and sustainability of risk insurance products, particularly Income Protection with losses in excess of $3 billion over the past 5 years. The proposed APRA income protection changes will have a significant impact on future products and Risk advice. In this session Mark Neil, Risk Strategy Specialist at OnePath and Zurich guides you through the proposed changes and ways to find the right balance between complying with best interest duties, responding to client affordability and sustainability concerns and placing clients in a "better position". |
Friday, 27th March CPD Points 1.0 hours
ASIC knowledge requirements: ASIC Life Insurance: 1.0 hours
FASEA CPD areas: FASEA Client Care and Practice = 0.25 FASEA Regulatory compliance and consumer protection = 0.25 FASEA Technical Competence = 0.50 |
Mark Neil. Risk Strategy Specialist, Zurich and OnePath |
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