Financial Planning Webinar Series

In our webinar series, leading academic staff and special guests examine the key topics and issues facing the modern financial planning professional. Use these webinars to gain valuable Continuing Professional Development (CPD) points, or simply to explore areas of interest.

Your professional development

Want to earn Continuing Professional Development (CPD) points? CPD is the best method of keeping up to date with changes that affect the financial planning profession. You can gain CPD points through Deakin by watching our financial planning webinars and successfully completing a short assessment task. Extend your professional learning and expertise and progress your successful career by following our four easy steps.

How to gain CPD points

ESG investing: New opportunities and challenges

ESG (Environmental, Social, Governance) investing is incredibly topical and while Financial Advisors are familiar with its broad premise it is now essential for them to be across this important and emerging area of financial advice. In this Deakin Financial Planning webinar, an expert panel covers both the opportunities it presents and the unique challenges of dealing with the ESG expectations of clients.

CPD Quiz

This webinar is worth 1 CPD hour. Recorded October 2022.

Cryptocurrency: Risks, opportunities and challenges

Deakin experts introduce cryptocurrencies, the technologies and protocols behind them and the value they present. They explore the implications surrounding cryptocurrencies in SMSFs/trusts, and cover the evolution of regulation over taxation of cryptocurrencies.

CPD Quiz

This webinar is worth 1 CPD hour. Recorded May 2022.

Where is the line between estate planning advice and legal advice

Better your understanding of lawyers and financial planners in the multidisciplinary estate planning process.

CPD Quiz

This webinar is worth 1 CPD hour. Recorded Nov 2021.

Futureproof your financial planning career with Deakin

Discover how our courses are shaped by experts in an on-demand webinar. See how our flexible course structures and unique partnerships allow you to progress your financial planning career faster.

Recorded June 2021.

Unpacking the Retirement Income Policy Review

Hear from Dr Deborah Ralston and Marc Olynyk as they dissect Australia’s Retirement Income Policy in the context of an ageing society and economic volatility.

CPD Quiz

This webinar is worth 1 CPD hour. Recorded Feb 2021.

Technology and wills – the dawn of a new era

The finance industry is rapidly changing. Learn from our industry experts about our financial planning course offerings and the increasing use of technology in will making.

CPD Quiz

This webinar is worth 1 CPD hour. Recorded October 2020.

Motivating change in financial planning

Explore factors that influence clients’ financial behaviour and decision-making, and how to develop strategies to build trust, communicate the value of advice, and engage clients at each stage of the financial planning process.

CPD Quiz

This webinar is worth 1 CPD hour. Recorded June 2020.

Ethical challenges for financial advisers

We investigate the modern ethical challenges faced by financial advisers and ways to improve your ethical decision-making in the workplace.

CPD Quiz

This webinar is worth 1 CPD hour. Recorded October 2019.

CPD points to forward your career

Complete the following steps to gain your CPD points.

  1. Watch the relevant webinar/s. Each webinar is worth 1 hour of CPD and there is no fee.
  2. Complete the CPD quiz link that is under the corresponding webinar tile.
  3. Successfully complete the assessment task, with a result of at least 75%.
  4. You will receive your CPD certificate as evidence of your achievement in 5–10 business days.

Email us if you have any questions

Financial planning courses at Deakin

Deakin has a range of courses and units to help you fulfil your study goals in a supportive environment, and give you the knowledge and skills to meet the Financial Adviser Standards required of a financial planning professional. Our study options are designed to be flexible and fit in with your busy lifestyle. Choose what works best for you – study online or face to face, fast-track your learning with our three-day intensive programs, enrol into a full financial planning course or simply enrol into a single (non-award) unit.

Browse our financial planning courses

Contact us

Our course advisers are available to discuss your financial planning future. Get in touch to discuss CPD and CPD points, or learn more about our financial planning courses.

Continuing Professional Development and CPD points
Email us about gaining CPD points

Course information
Email us about studying financial planning
+61 3 9251 7969