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Pinnacle Financial Services Academy Webinars

Pinnacle Financial Services Academy are running webinars as an additional resource to our online course to assist students in completing the major assignment;  Preparing a Statement of Advice

The SMSF Personal Advice Webinar gives NTAA members already enrolled in the SMSFPA course the opportunity to go through ‘the approach’ to the written assignment component with a qualified Pinnacle assessor. 

It would be highly beneficial to read the chapters and complete the online multiple choice exams before attending the webinar.

After the webinar, students will be required to complete the assignment in their own time and submit all documentation to their student advisor for assessment; via assessments@pinnacle.edu.au.

The webinars are delivered over 2 sessions of 1.5 hours each.

Session 1:

  • Clarify the process and requirements for the assignment.
  • Review disclosure documents, a case study, and an efficient way to develop strategies and recommendations. 
  • Receive structured activities to complete between sessions to assist in the development of the advice documents for your assignment.

Session 2:

  • Review and discuss task findings.
  • Work through required documentation including the Statement of Advice with practical examples and explanations to assist the process of completing the assignment.
  • Question Time.

Our next webinar date is:

July 2018
Session 1: Monday 11th July 2018 at 10.00am – 11:30am EST
Session 2: Monday 18th July 2018 at 10.00am – 11:30am EST

Want to Attend our Webinar?

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Contact Us

  • Pinnacle Financial Services Academy Pty Ltd
  • 29-33 Palmerston Cres
  • South Melbourne VIC 3205
  •  
  • RTO Provider Number: 91217
  • ABN: 74 116 541 256
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