Upcoming Events & Webinars
Striver
Strivers are a Tribe of early career job seekers looking to kick- start their professional career within the financial planning industry.
Striver will be hosting a series of Speed Networking Events via Zoom for QLD, NSW & VIC during Nov/Dec.
To register for this event please click here
Don’t forget to use Madison code MFG for your discount.
FASEA Code of Ethics – discussion sessions
Commencing Friday 6th November at 10am (AEDT) until the end of the year, the Governance team will be hosting weekly Code of Ethics discussions to work through scenarios provided by you, in light of the new draft guidance. You can register here [GD1] for these sessions.
On Friday 13th November we recorded the discussion and have posted the video in 3 parts on our Workplace Newsfeed. Part 1 contains a discussion about ESG investing, while in part 2 we discuss Limited Scope advice. Finally, part 3 talks about your obligations and options under Standard 12 when you have concerns about another adviser’s conduct.
To submit a scenario or topic for this week’s session, please email the Governance team or leave a comment on the Workplace video.
All things Ongoing Service Agreements – weekly webinars
How are you going with completing the Key Dates section on Xplan before the end of the year? Do you have any questions regarding the transition for all OSA clients onto the Madison standard wording?
Post the Good Governance Summit sessions on Minimum Data Requirements and the Key Dates section, we’ve received a number of queries on requirements and processes across all things Ongoing Service Agreements.
From Tuesday (27 October) at 12pm (AEDT), the Advice Coaches and Megan will be hosting sessions addressing these areas (and any others you have).
You can register here.
Madison Monthly Connector
The next Madison Monthly Connector session will be held on Wednesday 25 November from 3-4pm (AEDT).
This is a virtual monthly peer sharing session for practice principals who want to connect, collaborate and grow their business.
In this month’s connector we will be exploring what each of you are doing in the cashflow & budgeting space.
To register for this session and any future sessions please click here.
Xplan Webinars with Megan Thomson
Every Thursday at 12pm (AEDT) join Megan Thomson for her latest webinar on the Madison Xplan site. CLICK HERE to register for any of the below sessions.
Thursday 26 November – WealthSolver
This session will provide you with an understanding of how to use the WealthSolver as a comparison tool in XPlan. We will look at; existing accounts, comparisons and recommendations.
Thursday 3 December – Xtools+ CALM
This session will provide you with an understanding of how XTools+ can be used for cashflow modelling and projections for your SOA. This session will provide an overview XTools+ and its functionality.
Thursday 10 December – Advice SOA generation – Investment strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
Thursday 17 December – Advice SOA generation – Pension strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
Kaplan new Ontrack training
Kaplan and Madison will be running a number of training sessions to ensure you get the most out of using the new Ontrack platform. Click on the below links to register for your preferred session.
Monday 30 November at 3pm (AEDT) – click here
Wednesday 2 December at 11am (AEDT) – click here
Friday 4 December at 2pm (AEDT) – click here
More from this Edition
| · Note From Annick | · Investment Service Transition
· Kaplan Professional new Ontrak platform |
· Key Dates in Xplan |
Upcoming Events & Webinars
Striver
Strivers are a Tribe of early career job seekers looking to kick- start their professional career within the financial planning industry.
Striver will be hosting a series of Speed Networking Events via Zoom for QLD, NSW & VIC during Nov/Dec.
To register for this event please click here
Don’t forget to use Madison code MFG for your discount.
FASEA Code of Ethics – discussion sessions
Commencing Friday 6th November at 10am (AEDT) until the end of the year, the Governance team will be hosting weekly Code of Ethics discussions to work through scenarios provided by you, in light of the new draft guidance. You can register here [GD1] for these sessions.
On Friday 13th November we recorded the discussion and have posted the video in 3 parts on our Workplace Newsfeed. Part 1 contains a discussion about ESG investing, while in part 2 we discuss Limited Scope advice. Finally, part 3 talks about your obligations and options under Standard 12 when you have concerns about another adviser’s conduct.
To submit a scenario or topic for this week’s session, please email the Governance team or leave a comment on the Workplace video.
All things Ongoing Service Agreements – weekly webinars
How are you going with completing the Key Dates section on Xplan before the end of the year? Do you have any questions regarding the transition for all OSA clients onto the Madison standard wording?
Post the Good Governance Summit sessions on Minimum Data Requirements and the Key Dates section, we’ve received a number of queries on requirements and processes across all things Ongoing Service Agreements.
From Tuesday (27 October) at 12pm (AEDT), the Advice Coaches and Megan will be hosting sessions addressing these areas (and any others you have).
You can register here.
Madison Monthly Connector
The next Madison Monthly Connector session will be held on Wednesday 25 November from 3-4pm (AEDT).
This is a virtual monthly peer sharing session for practice principals who want to connect, collaborate and grow their business.
In this month’s connector we will be exploring what each of you are doing in the cashflow & budgeting space.
To register for this session and any future sessions please click here.
Xplan Webinars with Megan Thomson
Every Thursday at 12pm (AEDT) join Megan Thomson for her latest webinar on the Madison Xplan site. CLICK HERE to register for any of the below sessions.
Thursday 26 November – WealthSolver
This session will provide you with an understanding of how to use the WealthSolver as a comparison tool in XPlan. We will look at; existing accounts, comparisons and recommendations.
Thursday 3 December – Xtools+ CALM
This session will provide you with an understanding of how XTools+ can be used for cashflow modelling and projections for your SOA. This session will provide an overview XTools+ and its functionality.
Thursday 10 December – Advice SOA generation – Investment strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
Thursday 17 December – Advice SOA generation – Pension strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
Kaplan new Ontrack training
Kaplan and Madison will be running a number of training sessions to ensure you get the most out of using the new Ontrack platform. Click on the below links to register for your preferred session.
Monday 30 November at 3pm (AEDT) – click here
Wednesday 2 December at 11am (AEDT) – click here
Friday 4 December at 2pm (AEDT) – click here
More from this Edition
| · Note From Annick | · Investment Service Transition
· Kaplan Professional new Ontrak platform |
· Key Dates in Xplan |