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FPA's CEO on guiding clients through the COVID-19 crisis

FPA's CEO on guiding clients through the COVID-19 crisis

The ifa Show · IFA

April 1, 202029m 13s

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Show Notes

On this episode of The ifa Show, CEO of the Financial Planning Association (FPA) Dante De Gori provides his take on navigating the current climate as a financial adviser.

Dante joins host Sarah Kendell to reveal what the FPA is doing to support advisers through this uncertain time, whether changes to rules around opt-in arrangements need to be applied, and which bodies should be addressing the issue of CPD obligations on advisers.

Tune in to hear Dante share how COVID-19 has justifiably shifted the government's priorities in regard to passing new bills, the key ways advisers can set up their practice to work remotely, and the issues that will be tackled in the FPA's future of financial advice model, launching later this year.