APEX InsightsLearn > APEX Lunch and Learn webinars

 

Zurich & OnePath’s ‘Lunch and Learn’ webinars will help 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 for your exams. 

At just 60 minutes they are quick and easy and can also earn you CPD accreditation for attending. Registrations are open now.

1. Get FASEA Ready Webinars  2. Other Topics

Get FASEA Ready Webinars

Webinar details Date - Time Presenter & Registration

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

Monday, 11 November
12:30 pm -1.30 pm AEDT

CPD Points 0.5 hours
ASIC knowledge requirements:

Financial Planning: 0.25 hours

FASEA CPD areas: Professionalism and Ethics: 0.25 hours, Regulatory Compliance and Consumer protection: 0.25 hours

Yvonne Chu, Head of Technical Service and Professional Development, Australian Unity

We’re sorry.This session is now full and registrations have closed.

Why Easy to Pronounce Stocks are More Attractive & other financial decisions that don't make sense

Mike Daniels, founder of The Behavioural Architects Australia, introduces you to the surprising and sometimes irrational world of Behavioural Finance. Find out why easy to prounounce 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.

Session 2 on Wednesday 27 November is a live repeat of the previous session. While you are more than welcome to attend the session again, please note that you will only be awarded CPD points once.

Session 1: Friday, 15 November, 12:30 pm -1.30 pm AEDT

Or Session 2: Wednesday, 27 November, 12:30 pm -1.30 pm AEDT

CPD Points 1.0 hours
ASIC knowledge requirements: Financial Planning 0.5 hours, Skills 0.5 hours

FASEA CPD areas: Client Care and Practice: 0.5 hours, Technical Competence 0.5 hours
 

Mike Daniels Founder, The Behavioural Architects

Session 1: Register here

Session 2: Register here

$100 today or $105 tomorrow? Understanding behavioural finance biases

Mike Daniels, founder of The Behavioural Architects Australia, returns for our second look into the world of Behavioural Finance. During this session, you'll learn about the most common cognitive biases that affect people's decision making.  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.

Session 2 on Wednesday 4 December is a live repeat of the previous session. While you are more than welcome to attend the session again, please note that you will only be awarded CPD points once

Session 1: Tuesday, 19 November, 12:30 pm -1.30 pm AEDT

Or Session 2: Wednesday, 4 December, 12:30 pm -1.30 pm AEDT

CPD Points 1.0 hours
ASIC knowledge requirements: Financial Planning 0.5 hours, Skills 0.5 hours

FASEA CPD areas: Client Care and Practice: 0.5 hours, Technical Competence: 0.5 hours
 

Mike Daniels Founder, The Behavioural Architects

Session 1: Register here

Session 2: Register here

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. 

Session 2 on Monday 25 November is a live repeat of the previous session. While you are more than welcome to attend the session again, please note that you will only be awarded CPD points once.

Session 1: Wednesday, 13 November, 12:30 pm -1.30 pm AEDT

Or Session 2: Monday, 25 November, 12:30 pm -1.30 pm AEDT

CPD Points 1.0 hours
ASIC knowledge requirements: Financial Planning: 1.0 hours

FASEA CPD areas: Professionalism and Ethics: 1.0 hours

Dr. Matthew Beard Fellow, The Ethics Centre

Session 1: Register here

Session 2: Register here

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Discussing your real life ethical dilemmas: Case Study Clinic

Following our previous webinar on “Ethics Essentials and the FASEA Code of Ethics” financial advisers are invited to submit scenarios or real-life situations where you have faced ethical dilemmas in your role.

These will be collated, reviewed and a select few will be presented to The Ethics Centre to consider. This session will then be designed around your case-studies. Dr Matthew Beard will present the cases and explore the ethical dimensions and considerations that advisers should consider.

There will be direct reference to the FASEA Code of Ethics and its application to complex and difficult ethical situations. There will also be space allocated for a live Q&A with Dr Matthew Beard, moderated with support of the Zurich-OnePath team via the chat box functionality in the webinar portal.

Session 2 on Thursday, 28 November is a live repeat of the previous session. While you are more than welcome to attend the session again, please note that you will only be awarded CPD points once.

 

Session 1: Monday, 18 November, 12:30 pm -1.30 pm AEDT

Or Session 2: Thursday, 28 November, 12:30 pm -1.30 pm AEDT

CPD Points 1.0 hours
ASIC knowledge requirements: Financial Planning: 1.0 hours

FASEA CPD areas: Professionalism and Ethics: 1.0 hour

Dr. Matthew Beard Fellow, The Ethics Centre

Session 1: Register here

Session 2: Register here

Rewiring your brain to conquer stress

Vanessa Bennett is back with a fresh new session that will help you identify and understand the external factors relating to inability to handle stress which leads to issues with brain wiring and understand these wiring issues and how thoughts and responses affect our brains. This session will get your mind set exam-ready by understanding the neuroscience of stress and breathing to reset the amygdala and the neuroscience of negative automated thoughts leading to intermediate beliefs leading to core beliefs

Thursday, 14 November
12:30 pm -1.30 pm AEDT

CPD Points not available

Vanessa Bennett, CEO and Co-Founder, Next Evolution Performance

Register here

Creating your own mental training plan

Vanessa Bennett is back in a session that will help you understand the mental health/ill heath continuum to determine a mental training plan for you. She’ll also provide you with some practical tools to improve and maintain your mental fitness during the pressure of exam time

Thursday 21 November
12:30 pm -1.30 pm AEDT

CPD Points not available

Vanessa Bennett, CEO and Co-Founder, Next Evolution Performance

Register here

A Good Night’s Sleep is Great for your Mental Health and Wellbeing

Sleep is as important to our health as eating, drinking and breathing. It allows our bodies to repair themselves and our brains to consolidate our memories and process information. Poor sleep is linked to physical problems such as a weakened immune system and mental health problems such as anxiety and depression. This webinar will discuss why sleep matters, explore our sleep cycles and provide practical tips for quality sleep

Tuesday, 3 December 12:30 pm - 1.30 pm AEDT

CPD Points not available

Danielle Raven Workplace Solutions Manager, SuperFriend

Register here

Other Topics

Webinar details Date - Time Presenter & Registration

Cost of Care

Zurich’s award-winning Cost of Care Program is an industry first that aims to expand the understanding of the healthcare, social security and insurance ecosystem, in turn, allowing for more informed decision making about the most appropriate mechanisms to protect one’s financial wellbeing. In this bite-sized session you will get insights from our Risk Specialist on how likelihood and cost insights could be positioned to enhance a consumer’s willingness to purchase insurance and learn how to articulate with clarity the risk your clients absorbs if they opt out of purchasing a protection solution.

Tuesday, 12 November
12:30 pm -1.30 pm AEDT

CPD Points 1.0 hours
ASIC knowledge requirements: Insurance: 1.0 hours

FASEA CPD areas: Technical Competence: 0.75 hours, Client Care and Practice: 0.25 hours

Danielle Visser, Risk Specialist - Zurich/OnePath

Register here

The Ins and Outs of Super TPD Payments

We all hope our clients never have to claim on their TPD cover but if they do we want to ensure they are well placed to receive the benefits. Join as we consider the implications of super funding TPD cover via super. We take a look at a case study covering some of the strategies for benefit payments including how super disability income streams can play an important role in positioning our clients.

 

Tuesday, 22 November
12:30 pm -1.30 pm AEDT

CPD Points 1.0 hours
ASIC knowledge requirements: Superannuation: 0.5 hours, Insurance 0.5 hours

FASEA CPD areas: Technical Competence 1.0 hours

Matthew Hughes Technical Services Manager, Zurich/OnePath

Register here

Tug of War (Investment Market Update)

Most financial assets soared in the first half of the year as investors priced in an era of renewed monetary stimulus against a backdrop of benign inflation. While the profound shift in monetary policy pleased the market, declining global growth, heightened trade tensions and significant structural imbalances pose a risk.

This presentation will look at the tensions in the current business cycle, key economic developments, and the response of capital markets. Can corporate profitability recover to provide fundamental support to current market levels or will geopolitical tensions prove problematic?

Tuesday, 26 November
12:30 pm -1.30 pm AEDT

CPD Points 1.0 hours
ASIC knowledge requirements: Generic Knowledge: 0.5 hours, Securities: 0.25 hours, Managed Investments 0.25 hours

FASEA CPD areas: Technical Competence 1.0 hour

Charles Stodart Investment Specialist, Zurich Investments Register here

Tax Implications of Life Insurance

Financial planners can provide significant value for their clients by explaining the taxation implications of life insurance and the strategic opportunities to manage tax. Whether life policies should be owned personally, through a business structure or by a superannuation fund can be a complex decision. An understanding how tax may apply is one important consideration to help provide an effective outcome for your clients. Join us on a wild ride as we explore the tax implications of life insurance.

Friday, 6 December
12:30 pm -1.30 pm AEDT

CPD Points 1.0 hours
ASIC knowledge requirements: Insurance: 0.5 hours, Superannuation: 0.5 hours

FASEA CPD areas: Technical Competence: 1.0 hour

Matthew Hughes, Technical Services Manager, Zurich/OnePath

Register here

Stress-Resilient Mindful Leadership

Research suggests that the inner world of the executive has remained largely neglected. For example, we rarely train leaders and managers to manage themselves. Vital qualities in today’s business world are “stress-resiliency” & psychological flexibility” – an ability to deal with constant change and uncertainty, to recover from adversity and respond effectively. In this session you will learn how to manage your thinking & emotions during stressful situations, and how to lead others – especially during busy periods, or during stress or crisis.

Wednesday, 20 November
12:30 pm -1.30 pm AEDT

CPD Points not available

Aaron Williams, Co-Founder, Mindstar

Register here

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Promoting Positive Mental Health in the Workplace

Focusing on well-being at work presents a valuable opportunity to benefit societies by helping working individuals to feel happy, competent, and satisfied in their roles. This webinar will explore the benefits of addressing mental health and wellbeing in the workplace through developing positive approaches that focus on the positive aspects of work and employee strengths.

Friday, 29 November
12:30 pm -1.30 pm AEDT

CPD Points 1.0 hours
ASIC knowledge requirements: Generic Knowledge 1.0 hours

FASEA CPD areas: General 0.5 hours, Client Care and practice 0.5 hours

Danielle Raven, Workplace Solutions Manager, SuperFriend

Register here

Building Resilience for Financial Advice Businesses

As the largest employment sector in Australia, small businesses are likely to encounter mental health issues in their workplace at some point. Being a SME owner can be challenging because you have multiple responsibilities, therefore it is important that SME owners are aware of their own mental health needs.  This webinar will discuss the unique challenges that small and medium business owners face; the state of mental health and wellbeing of small to medium business owners; the impact of mental illness on business and provide practical strategies and tips for small and medium business owners to build their personal resilience.

Monday, 2 December
12:30 pm -1.30 pm AEDT

CPD Points not available

Danielle Raven Workplace Solutions Manager, SuperFriend

Register here


 

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