Workshops & Seminars

KPI Advisers are experienced in facilitating Workshops and Presentations having done so for many organisations and clients including the Financial Planning Association of Australia, Deakin University, the Australia & New Zealand Institute of Insurance and Finance and Centrelink. Our most recent work includes:

Workshops

Budgeting and Saving - Held over several sessions covering a month, this workshop is designed to work out where your expenditure takes place and what potential there is to save for your future goals.

Risk vs. Return; what is your risk tolerance? – This single session workshop is designed to help participants understand the concept of risk and its place in planning for their future.

Seminars

Greed, Fear and the Psychology of Markets – this seminar constructed by Tyndall Funds Management discusses the psychological aspects that influence our investment behaviour.

Yeah, but what if … ? – produced by Russell Investments this session covers various “Doomsday Scenarios” vs. investing for the long term.

Economic Updates & Other Information Sessions

While able to provide these in-house, KPI Financial Group holds a close association with many different investment and funds management houses that can provide a “hands-on” view of economic and other investment perspectives. Groups that can provide sessions for your group include:

  • Macquarie Capital Products
  • IOOF/Perennial Investments
  • Colonial First State
  • Russell Investments

Please contact us directly to discuss your requirements and possible dates for a presentation to suit your needs.

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