CFS 10x webinars
Watch our webinars to earn CPD points
Explore expert insights to help you meet your business goals
Our CPD accredited webinars offer expert insights and practical support.
Register for upcoming webinars
From discovery meeting to implementation
Wednesday 27 May
12pm (AEDT)
Onboarding doesn't stop at the first meeting; while advisers get busy preparing their strategy and SOA, it's important to keep clients updated. In this webinar, explore your ethical obligations, why clients need to understand what’s happening and why, and how you can develop an automated communications system for your practice.
The ethics of buying and selling advice businesses
Wednesday 3 June
12pm (AEDT)
Buying or selling a practice doesn’t end at settlement. This webinar unpacks the ethical challenges that can emerge before, during and after a sale – from conflicts of interest and cultural misalignment to client consent, data transfer and remediation – and shares ideas for futureproofing your practice using sound ethical judgement.
Technical strategies that create ethical dilemmas
Wednesday 10 June
12pm (AEDT)
Asking "should we?" can often be harder than "can we?" From retirement condition of release strategies to stress-testing how fees are charged, this webinar – hosted by FirstTech resident expert Craig Day – will tackle the ethical grey areas that sit behind technically correct advice decisions.
Catchup on past webinars
Missed the live event? Don’t worry. You can watch our webinar recordings and receive CPD points by completing a short quiz.
Ethics and pricing
4 June 2025 | 1 CPD point | 60 min
Ethics expert Dr. Katherine Hunt shares how to develop a fair, profitable pricing structure that offers value for money - drawing on behavioural insights to overcome pricing challenges, communicate value with confidence, and ensure your approach is both ethical and sustainable.
Ethics and AI
27 May 2025 | 1 CPD point | 60 min
AI is fuelling the growth of advice practices, with many now leveraging the productivity and client engagement benefits it offers. However, it's crucial to ensure you're using this technology ethically. Discover how you can leverage the benefits of AI while meeting your privacy and ethical obligations.
Client experience and connection
30 Oct 2024 | 1 CPD point | 60 min
From introduction to long-term commitment, we’ll examine client behaviours, generational differences and the adjustments needed to successfully connect with clients in ways that resonate. We’ll share insights on how to gain commitment and avoid objections, navigate evolving expectations and elevate the client experience.
CPD quiz coming soon
Retention, reward and remuneration strategies
22 Aug 2024 | 1 CPD point | 60 min
Most business owners agree that their teams are their most valuable asset, but also their biggest challenge. Facing a competitive market and evolving employee expectations, are you strategically leveraging incentives, remuneration and reward to attract and retain high-performing people, or is this the competitive edge you’ve been overlooking?
CPD quiz coming soon
Ethics in practice
12 June 2024 | 1 CPD point | 60 min
Ethical decision-making combines our core values with ethical principles to offer key anchors when applying moral judgements. Find out how to apply practical decision-making frameworks to everyday situations you may face and hear about the regulator's views on the Code of Ethics.
Challenging our moral compass
6 June 2024 | 1 CPD point | 60 min
Reducing the barriers to ethical decision-making requires awareness, ethical thinking and an ability to recognise and mitigate our biases. We explore key ethical theories, principles and decision-making frameworks for some of the ethical issues advisers face today.
Tech stack transformations
8 May 2024 | 1 CPD point | 60 min
Tech consultants from Finura Group uncover the pain points of advice practices undergoing a tech transformation. Hear thought-provoking stories from advice practices, Link Wealth and Wattle Partners, as they reflect on their own tech transformation journeys.
Striking deals
26 Mar 2024 | 1 CPD point | 80 min
During the business life cycle, most owners reach a crucial decision point: can the business grow and thrive in its current state, or would it benefit from a sale, purchase or merger? Hear from five advice practices who have restructured and the lessons they learnt along the way.
Operations, obstacles and opportunities
28 Feb 2024 | 1 CPD point | 55 min
Sue Viskovic from Elixir Consulting explores business effectiveness through the lens of back-office operations and client experience. We reveal techniques from high-performing teams to help you break through efficiency barriers and maximise opportunities.
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