The financial planning industry is evolving at a rapid pace. So how can you design your financial planning course today, so that your students are prepared to meet the demands of the future?

To help answer this big question, we convened a panel of four thought-leading academic and industry professionals in financial planning, including lead author of our highly-anticipated new Essentials edition of McKeown’s Financial Planning (available for Semester 1, 2021).

Over 45-minutes, panellists will discuss best practices in relation to:

  • Authentic assessment
  • Learning beyond the curriculum
  • Managing graduate and employer expectations
  • Quality resources

About the speakers:

Warren McKeown is lead author of Wiley’s upcoming Financial Planning Essentials, 3rd Edition, and a Teaching Fellow in the Accounting Department and currently teaching Financial Accounting and Financial Statement Analysis in masters programs. He has twenty years of experience in financial planning as a Chartered Accountant (Financial Planning Specialist) and as a Certified Financial Planner.

Ric Zanetti is the Principal of Zanetti Recruitment & Consulting, a specialist recruitment firm founded in 2007 to support the financial services industry.Prior to this, Ric worked in Financial Services for 22 years, beginning in 1985 at AMP then moving to Suncorp as product manager Superannuation and finally 8 years representing AXA and Charter Financial Planning in Queensland.

Di Johnson is a lecturer at Griffith Business School, with research interests in personal and household finance, retirement, ageing and financial capability. Di has convened and taught financial planning courses at undergraduate and postgraduate level for five years, was managing editor of the Financial Planning Research Journal for three years and is a current member of the Financial Planning Education Council.

David Andrew is the founder and CEO of Capital Partners Private Wealth. He is also the author of Wealth with Purpose: A common sense guide to wealth, investing and an inspiring life. He is a member of the Capital Partners investment committee and is considered a thought leader in the areas of values-based planning, family stewardship and retirement transitions.