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SPONSORSHIP PACKAGES Maximum exposure for your brand and your message

INTERESTED IN FORMING

7500 A RELATIONSHIP WITH

PROFESSIONAL

FINANCIAL PLANNERS?


Contents THE FPA AUDIENCE IS YOUR AUDIENCE

1

MAXIMUM EXPOSURE FOR YOUR BRAND

3

SPONSORSHIP PACKAGES

7


FPA SPONSORSHIP | 1

THE FPA AUDIENCE IS YOUR AUDIENCE

THE FPA IS THE PROFESSIONAL BODY FOR FINANCIAL PLANNERS IN AUSTRALIA. THROUGH THE FPA YOU WILL REACH MORE QUALITY FINANCIAL PLANNERS: TO BE A PRACTITIONER MEMBER OF THE FPA, YOU NEED TO MEET THE HIGHEST PROFESSIONAL STANDARDS. CERTIFIED FINANCIAL PLANNER® PROFESSIONALS As the sole licensing body for the international CFP® Certification in Australia, the FPA is home to all financial planners who have achieved the highest standard of education, experience, ethics and professionalism in financial planning, recognised around the world. It is only through the FPA that you can access all of these elite professionals at the same time. As at May 2012, we have over 5,500 CFP profesionals as members. OTHER FINANCIAL PLANNING PRACTITIONERS To be a practitioner member of the FPA, financial planners need to meet professional standards that are higher than the law requires. As at May 2012, we have over 2,000 Financial Planner AFP® members with authorised representative status and who have at least one year’s supervised experience. FPA AFFILIATES The FPA serves a valuable purpose in keeping other industry professionals abreast of developments and news. Those individuals are affiliates of the Association and include paraprofessionals, future and new planners, students as well as those working in related roles such as compliance, technical and training. As at May 2012, we have over 2,000 FPA affiliates. FPA PROFESSIONAL PRACTICES These financial planning practices represent over 200 high quality businesses that are endorsed to use the FPA brand. In order to be awarded FPA Professional Practice status, these businesses have met strict criteria and ongoing audit requirements, grounded in the FPA Code of Professional Practice, to hold themselves out as high quality professional financial planning businesses in their community.


2 | FPA SPONSORSHIP

FPA EVENTS AUDIENCE THE FPA IS DEDICATED TO DEVELOPING A VARIETY OF EDUCATION, NETWORKING AND SOCIAL EVENTS THROUGHOUT THE YEAR THAT WILL FOSTER LEARNING AND PROVIDE OPPORTUNITIES TO MEET WITH OTHER PROFESSIONALS AT BOTH A LOCAL AND NATIONAL LEVEL. THE FPA DELIVERS OVER 100 EVENTS PER YEAR THROUGH OUR EXTENSIVE CHAPTER AND NATIONAL MEMBER NETWORKS. ATTENDEE DEMOGRAPHICS 91% 80%

33%

26%

24%

20%

14%

9%

3% Male

Female

Under 30

40 - 49 1

30 - 39

GENDER

Over 60

50 - 59

LOCATIONS

Other Technical / Research

1%

Training / Compliance Insurance - Risk / General

14%

WA 9%

3% 3% 8%

QLD 17%

2%

Financial Planner

55%

EMPLOYMENT TYPE Other

11%

BDM

10%

Employee

17%

Senior Manager

Business owner

VIC 29%

6%

Practoner

NSW 34%

0%

AFS Licensee / management Paraplanner

NT 0%

SA 7%

4%

Fund Manager Employee Pracce Manager / Support Staff

TAS ACT 2% 2%

9%

Industry Supplier

Non Member

MEMBERSHIP

INDUSTRY CATEGORY

CEO

Member

AGE

23% 3% 30%


FPA SPONSORSHIP | 3

MAXIMUM EXPOSURE FOR YOUR BRAND AND YOUR MESSAGE ALL FPA EVENTS ARE MARKETED ACTIVELY TO OUR MEMBER BASE, UTILISING A WIDE RANGE OF COMMUNICATIONS CHANNELS.

The various channels may involve:

• • •

• • •

Digital marketing through the FPA website which attracts up to 150,000 hits from 35,000 visitors per month, Targeted and personalised e-mail marketing to up to 10,000 members and affiliates with an average open rate of 30%+, Push messages through our new FPA Event App to add value to delegates, network, interact with the presenters and provide feedback, Social media, in particular our Twitter account with over 450 followers and our members-only LinkedIn forum with over 1,300 participants, Promotion in our highly respected Financial Planning magazine rated by FPA members in our October 2011 survey as providing the most useful information compared to the major trade press titles Press releases and other media relations activity resulting in coverage across industry print, broadcast and digital media Other press and online advertising where appropriate, Promotion directly to major corporates via our 40+ FPA Professional Partners and 200+ FPA Professional Practices, and in turn, to the financial planners in these businesses.

This integrated approach creates a strong synergy between the communications and provides a powerful opportunity for sponsors to gain additional exposure when their brand is integrated into the promotion efforts from the beginning of the campaign.


4 | FPA SPONSORSHIP

FPA EVENTS APP

WE ARE DELIGHTED TO BRING TO YOU AN INNOVATIVE APP THAT ENABLES YOU TO MAKE THE MOST OF FPA EVENTS, BEFORE, DURING AND AFTER THE EVENT. THE EVENT APP This is a web-app that works from your device’s browser whether it’s an iPhone, Blackberry, Android, Windows, and even a tablet, laptop or desktop computer. The app will showcase the program, attendee list, speakers’ bios, feedback forms and question submission. All delegates will be encouraged to download the app prior to arriving onsite.

Branding opportunities are available for sponsors on the mobile event app.

AUDIE NCE

To date ov have be er 900 visits e app, wit n made to the h 72% and 28% new visitors returnin visitors g . Visito rs s average over 2 m pend on in the app utes on .

To download the FPA Events app, visit: http://eventmobi.com.au/fpa/ or scan the QR code below.


FPA SPONSORSHIP | 5

FINANCIAL PLANNING MAGAZINE THE OFFICIAL PUBLICATION OF THE FPA IS DISTRIBUTED BY MAIL TO OVER 11,000 MEMBERS AND AFFILIATES OF THE FPA.

Each month Financial Planning delivers in-depth technical and issues-based articles that practitioners are unlikely to get elsewhere. These include articles on technical investment strategies, tax, compliance, practice management, education, training, policy and regulation. Among Financial Planning’s readership are Australian Financial Services Licensees, financial planners, insurance professionals, banking professionals, financial product advisers and accounting, legal and share broking professionals.

EVEN MORE READERS ONLINE Financial Planning magazine is distributed to the entire FPA database each month, with over 11,000 recipients. In addition the magazine’s online home www.financialplanningmagazine.com.au attracts over 3,000 hits each month. The current and past issues, including the advertisements, are stored on the website and can be accessed by anyone.

FPA members rated Financial Planning magazine as providing the most useful information compared to the major press titles.* *

Source: FPA member survey, October 2011


6 | FPA SPONSORSHIP

FPA COMMUNICATIONS

SPEAK DIRECTLY TO THE FPA AUDIENCE

FPA EXPRESS • Sent weekly to 10,000 FPA members and affiliates • 30%+ open rates • Dedicated communications to 40+ FPA Professional Partners and 200+ FPA Professional Practices.

WEBSITE • Digital Marketing attracting up to 150,000 hits from 35,000 visitors every month

SOCIAL MEDIA

@AustraliaFPA

• 550+ Twitter followers and growing daily • Up to 30 tweets a week • Over 1400 participants on our Linked In discussion group


FPA SPONSORSHIP | 7

SPONSORSHIP

PACKAGES TO SUIT EVERY BUDGET

SPONSORS CAN ENJOY A VARIETY OF BENEFITS RANGING FROM BRANDING OPPORTUNITIES THROUGHOUT INTEGRATED PROMOTION CAMPAIGNS TO HIGH VISIBILITY AT EVENTS. THE FPA WELCOMES THE OPPORTUNITY TO PROVIDE YOU WITH A CUSTOM PACKAGE THAT MEETS YOUR SPONSORSHIP OBJECTIVES.

ADVANCED CPD TECHNICAL WORKSHOPS To commemorate the FPA’s historical two decade milestone, we are delighted to announce a unique 20th Anniversary program that will replace our signature National Conference for 2012 only. The 20th Anniversary events will take place in Capital City locations during November and December. This half day afternoon workshop series will showcase CPD delivered by our strategic alliance partners. Delegates will participate in a half day workshop featuring high quality education and CPD opportunities. In addition, a small exhibition space will be on hand so sponsors can demonstrate new technologies or business solution products to planners. The day will be capped off with a Champagne Reception and the annual FPA Awards presentation. The awards showcased are the FPA 2012 Best Practice Awards, with presentations being made to the award winners who have demonstrated the highest standards of advice. In addition, the reception will recognise the pioneers, role models and exceptional contributors to the profession while celebrating two decades of progress in our professional journey.

awards

Dates and locations are listed below. The workshops and Champagne Reception will take place on the same date and at the same venue. • • • • •

2012

BEST Brisbane Stamford Plaza Brisbane – Friday 9 November 2012 Melbourne Melbourne Convention & Exhibition Centre – Friday 16 November 2012 Adelaide Mercure Grosvenor Hotel – Friday 23 November 2012 Sydney Hilton Sydney – Friday 7 December 2012 Perth Perth Convention & Exhibition Centre – Thursday 13 December 2012

PRACTICE


8 | FPA SPONSORSHIP

ADVANCED CPD TECHNICAL WORKSHOPS Sponsorship packages available:

PLATINUM SPONSOR

D L

This level of sponsorship provides unrivalled premium exposure for your brand to our members and professional community through an extensive range of promotions before, during and after the celebration dinners. Preferential pricing is also available to your organisation if you wish to take up additional sponsorship of the Advanced CPD technical workshops. Limited to one sponsor. Pre-event marketing

At the event

Sponsorship reference included in Financial Planning magazine

Representative to introduce one of the Best Practice Award categories

Acknowledgement in Best Practice Awards communications

20 complimentary attendees to each event

Complimentary exhibition sponsorship

Promotional items given to each attendee. Items provided by sponsor

Signage and banners throughout the venue

Promotional items given to each attendee

Branding on slides

Short (2 – 5 mins) promotional video played

Acknowledgement throughout the event from MC

Mentions in FPA event tweets to 450+ followers.

O S

Branding on all promotional emails to members and affiliates, FPA Professional Partners and Professional Practices

Branding and/or mentions on event website, registration form, media releases and FPA event tweets

Branding on event smartphone app

Access to the consenting delegate list for a pre-event email communication.

After the event •

Branding in post-event wrap up featured on the FPA website and Financial Planning magazine

Option to be featured in an edition of Financial Planning magazine in an article*

Branding on event smartphone app for participants to complete feedback survey

Branding on feedback survey emails

Access to the consenting delegate list for a post-event email.


FPA SPONSORSHIP | 9

Investment: $15,000 (inc.GST) for 5 events

WORKSHOP ROOM SPONSOR

The Workshop Room Sponsor will have the opportunity to chair one room during the workshop sessions in all 5 event locations. This opportunity is limited to 3 sponsors. Pre-event marketing

At the event

After the event

Signage and banners with allocated room

Brochures or other promotional items handed out within the room

Branding on event smartphone app for participants to complete feedback survey

Branding on feedback survey email

Acknowledgement in post-event wrap up in Financial Planning Magazine

Access to the consenting delegate list for a post-event email.

Branding on all promotional emails to members and affiliates, FPA Professional Partners and FPA Professional Practices Branding and/or mentions on event website, registration form

Branding on event smartphone app

Access to consenting delegate list for a pre-event email communication.

Branding on slides

Nominate MC for the duration of the workshop to open/close each session and facilitate Q&A when required

Opportunity to run any competitions during the event, e.g. business card drop

2 complimentary attendees.

HU R LA RY! CH ST AN CE !


10 | FPA SPONSORSHIP

LI AVA MITED ILAB ILIT Y Investment: $8,000 (inc.GST) for all 5 events Flexible option: $2,000 per event (choice of event location)

EXHIBITION SPONSOR

Exhibition sponsors will have the opportunity to promote their brand in a small exhibition space outside the workshop rooms. Sponsors will be allocated a table and space for one banner, delegates will enjoy lunch and afternoon tea in the exhibition area. (Limited to 15 sponsors per location) Pre-event marketing

At the event

After the event

Branding on all promotional emails to members and affiliates, FPA Professional Partners and FPA Professional Practices

Table located in the exbition area

Signage or banners at each table

Branding on event smartphone app for participants to complete feedback survey

Branding and/or mentions on event website, registration form

Branding on feedback survey and CPD certificate email

Branding on event smartphone app

Opportunity to provide promotional materials to delegates via the exhibition area

Access to the consenting delegate list for a post-event email

Access to consenting delegate list for a pre-event email communication.

Branding on any websites offering post-event material or web streaming.

Opportunity to run any competitions during the event, e.g. business card drop

Access to the workshop event

2 complimentary attendees.

COLLATERAL SPONSORS Collateral Sponsors will have the ability to highlight their brand onsite to delegates by providing various items which will be given out to each delegate at all 5 events. Sponsors will need to provide branded items to approximately 900 delegates by 1 November 2012. (Limited to 1 sponsor per item)

Investment: $2,000 (inc.GST) per item Items on offer: Satchel Sponsor Pen Sponsor Satchel Insert


FPA SPONSORSHIP | 11

SPONSORSHIP APPLICATION FORM ABN 62 054 174 453

This form becomes a tax invoice on payment. Please retain a copy for your records. All prices are listed as inclusive of GST. Please select your sponsorship packages below: (all prices are listed inc. GST) Anniversary CPD Workshop Program ☐ Workshop Room Sponsor $15,000 ☐ Exhibition Sponsor $8,000 (all 5 events) ☐ Exhibition Sponsor $2,000 (1 event, please select your location below) ☐ Brisbane

☐ Adelaide

☐ Pen Sponsor $2,000 ☐ Satchel Sponsor $2,500

☐ Sydney

☐ Melbourne

☐ Perth

☐ Satchel Insert $2,000

Company name (to be displayed): Legal entity name: ABN: Head office address: (Physical address, no GPO or PO Box) Suburb:

State:

Postcode:

SPONSORSHIP CONTACT The person listed below will liaise with the FPA in the lead up to the event. All communication will be sent to person listed below. If there is more than one person that will need to receive this information please include details below. Contact name: Position: Email:

Phone:

Mobile:


12 | FPA SPONSORSHIP

PAYMENT DETAILS Please make all cheques payable to: FINANCIAL PLANNING ASSOCIATION OF AUSTRALIA. ☐ Visa Credit card number:

☐ Mastercard

☐ AMEX

☐ EFT Expiry:

☐ Cheque CCV:

Cardholder’s name: Signature:

Date:

Completed forms can be returned via fax to 02 9220 4580, email events@fpa.asn.au, or by post to GPO Box 4285, Sydney NSW 2001.


ABN 62 054 174 453 GPO Box 4285 Sydney NSW 2001 Phone 02 9220 4500 Fax 02 9220 4580

Members call 1300 337 301 Consumers call 1300 626 393 fpa@fpa.asn.au www.fpabestpractice.com.au


FPA Sponsorship Packages 2012