Webinar: Inside the Financial Adviser Professional Year

Fourth Line’s Chief Operating Officer (COO) Joel Ronchi told a webinar full of finance professionals that with some careful planning, the Professional Year can be a beneficial experience for all involved and help achieve the advice practice’s strategic growth goals.

Resources & Templates

PY - Leg Instrument, Exp Statement, & FASEA Policy FPS003

PY – Corporations Determination – Legislative Instrument

PY – Corporations Determination – Explanatory Statement

PY – FPS003 FASEA Policy

Certificates of Completion – Explanatory Notes

Logbook – Work Activities & Training – Explanatory Notes

PY - Quarter 1: Templates

Certificate of Completion

Qtr 1 – Certificate of Completion Template

Logbook Template

Qtr 1 – Logbook EXCEL