Our current suite of member benefits is being reviewed and expanded to suit the needs of a growing BFP membership base. BFP members will be notified by email of new benefits as they are added.
Website design
Clientcomm, a specialist Financial Planning website design and communication company, have recently had their offer added to our member benefits area. Login from the BFP website to see details of the offer.
Compliance Training
The BFP Executive recently arranged a series of training sessions for Responsible Managers and key personnel within the BFP network. Topics covered included:
- How to build an effective Governance, Risk and Compliance program
- FASEA Code of Ethics – AFSL Monitoring
- Red Flags – Indicators of poor-quality advice
These sessions were provided by Integrity Compliance.
Feedback received has been very positive. Given the high level of interest in these type of training sessions we will be exploring how best to provide more regular training opportunities to members across a broad spectrum of topic areas.
PI Cost review
BFP Executive Member, Henry Pilat, is currently undertaking a review of PI costs for our group to enable us to consider our costs as a percentage of our revenue and compare this with our peers within the group.
If you wish to be part of the review please contact Henry direct.