The XY Adviser group in Australia is planning what may be the biggest-ever Professional Development Day for financial advisers.
Scheduled to take place on Friday 3 June, the event will deliver 10 CPD points for attendees.
According to XY Adviser, the rationale for the event is “…to help advisers access the most amount of points, in the most efficient way, when they need it the most.”
Acknowledging that most advisers view PD days in the same way as a visit to the dentist, the team at XY Adviser notes advisers must still commit to them, and that this one-day event can deliver one quarter of an adviser’s annual requirement of 40 points.
XY Adviser MD, Clayton Daniel, confirmed the event is free of charge for the organisation’s 5,000-plus member base and is also open to any adviser in any dealer group.
It is anticipated that several thousand advisers will attend this virtual event, with Daniel telling Riskinfo the aim is for this to be the largest PD event ever.
…the method these advisers were accustomed to gaining their CPD points via PD days don’t exist in their new environments
Daniel also notes many advisers in Australia have moved from large and aligned dealer groups into smaller private dealer groups, and that the method these advisers were accustomed to gaining their CPD points via PD days don’t exist in their new environments:
“So, we decided we could help advisers with this, and have organised some amazing industry leaders to provide the education,” he said.
The firm notes that closer to the event date, and subject to current Covid-related rules, it will look to sell tickets to an afterparty in each capital city to top off a big day of education.
Subject to the outcome of its first virtual PD Day, XY Adviser will consider running this as an annual flagship event.
Click here or on the image below to access further details of the June 3 2022 XY Adviser PD Day.
