We understand that there is a growing market demand for licensees to add real value to help advisers diversify their service offering and increase their revenue streams. We can help you do exactly that - so schedule a confidential discussion today to learn more about our program.
Over more than a decade we’ve made a significant investment in, and demonstrated a passionate commitment to, adviser education and training.
Join the hundreds of experienced advice professionals who participate in our twice-weekly livestream master classes and workshops; our library for more than 250 hours of recorded content; and our regular hybrid (face-to-face and livestreamed) professional development days around the country.
Our unique approach to PD days presents a different agenda in each state meaning you can attend your local PD Day and then watch the live stream from other events in other states on the relevant days providing you with access to a much broader range of quality presenters and topics.
Our critical base services include; compliance and education; approved product list management; and professional indemnity insurance cover. But they go much further than that with extensive tailored programs, enabling advisers to access those services most relevant to their specific needs.