Aged Care Masterclass 2 – How to get aged care business ready


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At the Institute of Financial Professionals Australia, we recognise the vital role our members play in building trusted relationships with their clients and supporting them in making strategic financial decisions. Aged care decisions are no exception. When clients and their families face the daunting task of navigating the aged care system and making informed choices, they often turn to their accountant for guidance.

This masterclass series aims to equip you with the knowledge and tools necessary to provide expert advice and support to your clients in the realm of aged care. Through this series, you will gain valuable insights into the complexities of aged care legislation, understanding the financial implications involved, and learning how to assist your clients in accessing the appropriate services.

This module will address:

  • Licensing, compliance and the interaction between aged care advice and the Corporations Act.
  • Business models for aged care advice and decision steps to create an implementation plan for to be business ready – including business processes, service proposition, pricing models and conversation skills.
  • Guidance on developing a marketing and communication plan to implement aged care services
  • How aged care advice supports requirements under the Financial Planners and Advisers Code of Ethics and the Retirement Income Covenant
  • Lessons from advisers who have been down this path and tips for a successful outcome

Recorded on 23 August 2023
Presented by Assyat David

TPB CPD Hours: 1 hour
Legislated CPD Hours: 0.50 hours in regulatory compliance and consumer protection, and 0.50 hours in client care and practice