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Home News

Stephen Glenfield to address ifa Business Strategy Day 2021

The chief executive of FASEA will give an update on everything advisers need to know about the industry exam as the compliance deadline draws closer.

by Reporter
February 19, 2021
in News
Reading Time: 2 mins read
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To be held on 30 and 31 March 2021, this year’s virtual Business Strategy Day will equip advisers with everything they need to know to build resilience in their business and manage industry transformation in the months ahead.

On day one of the conference, FASEA chief executive Stephen Glenfield will present on the latest data around the industry exam, common challenges for advisers in the exam process and areas to focus on in your study preparation.

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According to the standards authority’s statistics, just over half of advisers on the ASIC register have so far passed the exam ahead of the 1 January 2022 deadline, with five sittings left before the end of the year.

Additional speakers confirmed for ifa Business Strategy Day 2021 so far include Advice Revolution founder Adrian Patty, Fox & Hare adviser Glen Hare, Implemented Portfolios general manager partnerships and distribution Phil Pilgrim, and Your Wealth Consultants adviser and ifa Excellence Award winner Rachel Ooi.

“At a crucial time of transformation for the industry, this year’s Business Strategy Day aims to arm advisers with the crucial tools to tackle regulatory change,” ifa editor Sarah Kendell said.

“Following feedback from last year’s event, there’s also a strong focus on peer-to-peer learning to give advisers practical examples and inspiration around how they can integrate new ideas in their business.”

Gold event partner Implemented Portfolios added that it was excited to help bring advisers essential insights and strategies at this year’s virtual conference.

“Implemented Portfolios is excited about partnering with Momentum Media to deliver an event that has delivered so much practical value for advice businesses. As a key contributor to this event in its early years, we are delighted to be involved again,” Implemented Portfolios’ Phil Pilgrim said.

“We look forward to helping advice business owners and their staff take their businesses up a notch in 2021.”

Tags: Strategy

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    5 years ago

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