Financial planning

Videos/video slideshows developed with the support of the financial planning groups and individuals. 

FPA - An Introduction

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For most students, financial planning is an unfamiliar profession. This video introduces the role and goals of the financial planning association, with additional questions to stimulate class discussion.

A Teacher Module with lessons supporting this video is available to download for registered schools.

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FPA: The benefit of a financial plan

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The concept of a financial plan is unfamiliar to most students, although the notion of financial planning should be known. This video introduces the financial plan concept through the perspective of a planner meeting the needs of a client. Additional questions are included in the video to stimulate class discussion.

For registered schools, a Teacher Module with lessons supporting this video is available for download.

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FPA: Helping clients every day

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For most students, the work of a financial planner is unknown. This video emphasises the role of planners in helping their clients to achieve their financial goals. Additional questions are included to stimulate class discussion.

For registered schools, a Teacher Module with lessons supporting this video is available for download.

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FPA: Making a difference

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For most students, the work of a financial planner is unknown. Planners proudly state that they are there to make a positive difference to the lives of their clients. This video uses a series of infographics to reaffirm the role of planners in making a difference to people’s lives. Additional questions are included to stimulate class discussion.

For registered schools, a Teacher Module with lessons supporting this video is available for download.

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FPA: The work of a financial planner

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For most students, the work of a financial planner is unknown. This video introduces the work of a financial planner through a real case study, with additional questions to stimulate class discussion.

For registered schools, a Teacher Module with lessons supporting this video is available for download from FPA - An Introduction.

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What does a financial planner do?

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Teenfinca 2015 Issue 2: Many young people are unsure about financial planning. Traditionally financial planners have had little or no interaction with youth, so there is a need to introduce the profession to our students. This video slideshow introduces the profession of financial planning to students. It is based on an article written by Associate Professor Mark Brimble who is the Discipline Head of Finance and Financial Planning at Griffith Business School. (6:05)

The article (PDF) can be downloaded separately, after login.

A lesson plan supports this video.
 

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FPA: My career as a financial planner (Mary Kelly)

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Mary Kelly is a young financial planner and member of the Financial Planning Association of Australia. In this video she shares her story of becoming a financial planner and why she loves the work that she does. (9.23)

For registered schools, a lesson plan supporting this video is available for download.

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The profession of financial planning (Peter)

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Peter Hodgson is a young financial planner for a major financial institution. In this video he shares his perspectives on the profession of financial planning. (10.00)

For registered schools, a lesson plan supporting this video is available for download.

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The profession of financial planning (Sean)

  AFA Sean Nigh Profession

Sean Nigh is a young financial planner employed in a boutique suburban financial planning business. In this video he talks about the profession of financial planning. (16.00)

For registered schools, a lesson plan supporting this video is available for download.

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THE WEALTH ACADEMY: We support those who value financial education