DOVER TRAINING

Dover dedicates significant time and resources to training and developing its representatives, to ensure their continued compliance with the Corporations Law and other relevant regulations and that they stay abreast of good practice planning and advice strategies. 

Dover training emphasises Corporations Act 2001 compliance, ASIC regulatory guidelines, practice development ideas and, transitioning to the new fee for service model applying to all financial planning practices from 1 July 2012 on.

Dover also emphasizes maintaining, up-dating and deepening professional skills and competencies needed to be a successful financial planner and to run a successful financial planning practice.

All Dover representatives must attend at least two training days a year or otherwise satisfy Dover that comparable training has been completed. 

Dover’s offices include dedicated training rooms and related facilities. All training sessions include detailed instruction manuals.

The next Dover training day is on Monday 26 September 2011 at 71 Tulip Street Cheltenham. The training content is:

 

Time Topic Presenter

9.20 am 

How to create a fee for service financial planning practice post FOFA 
Terry McMaster

10.00 

The financial planner as a business advisor

Terry McMaster 

11.00 
The financial planner as a tax advisor
Terry McMaster  

12.30

    Light Lunch

1.15 pm 
The financial planner as an estate planning advisor
Terry McMaster 
2.30 
The financial planner as a property advisor
Terry McMaster
3.30 
How to value a financial planning practice
Terry McMaster 
4.00  
Closure, including an open forum discussion
Terry McMaster
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