EVENTS
The financial planning profession values connection and growth – dive into opportunities and meet new peers.
The Advice Academy offers opportunities for both PY Candidates and PY Supervisors to connect in person or attend virtual sessions to expand your network, collaborate and learn! Don’t forget to check out the FAAA’s events too, offering further opportunities for you to grow your network!
On-Demand Webinars and CPD
Navigating the Professional Year
Preparing for the Financial Adviser Exam
Life after the Financial Adviser Exam
Xplan sessions
Introducing Xplan
About this session
This introductory module provides a practical overview of Xplan and its core capabilities. You will explore how financial advisers and support staff use the platform to manage clients, prepare advice, conduct research, model strategies and support ongoing service delivery.
The module introduces key Xplan tools, including Client Focus, Portfolios, Risk Researcher, WealthSolver, Xtools, Xtools+ and Visualise. By the end, you will understand how these tools support an advice practice and be better prepared to use Xplan in the workplace.
Xplan New User (Client Focus)
About this session
The Xplan New User (Client Focus) module introduces the core client management functions within Xplan. You’ll learn how to navigate Client Focus and use key tools such as diary management, tasks, emails, file notes and templates to support efficient and compliant advice workflows in a financial planning practice.
Xplan WealthSolver
About this session
This Xplan WealthSolver module is designed to introduce you to Xplan’s investment and superannuation comparison tool. You will explore how to model existing client portfolios against alternative product recommendations, analyse underlying fee structures, and generate clear, compliant side-by-side comparison reports. By the end of this module, you’ll know how to use this powerful adviser tool to justify your product recommendations and demonstrate clear, quantifiable value to clients.
Xplan Risk Researcher
About this session
Welcome to Risk Researcher, your comprehensive guide to mastering Xplan’s dedicated life insurance comparison and quoting engine. You will learn how to efficiently research, filter, and compare retail risk insurance products—including Life, TPD, Trauma, and Income Protection—across multiple underwriters simultaneously. By the end of this module, you’ll know how to analyse policy features, generate premium quotes, and construct data-backed risk advice recommendations for clients.
Xplan XTools+/CALM for individuals
About this session
Welcome to Xtools+/CALM for Individuals, a module designed to elevate your strategic modelling and cash flow forecasting capabilities within Xplan. You will explore the advanced projection tool that allows you to map out complex financial scenarios, stress-test retirement strategies, and visually demonstrate the long-term impact of your advice. By the end of this module, you’ll know how to use Xtools+ to transform intricate financial calculations into clear, engaging strategic pathways that clients can easily understand and trust.
Upcoming Local Events
Upcoming Local Events
Check back soon for more local events!
Upcoming Career Expos
There are no career expos currently scheduled.
Check back soon for upcoming events!
Upcoming Career Expos
Webinars
Upcoming Striver Events
Striver Brimstone Brisbane
Date TBC
