Education and Engagement

Supporting the development of business leaders and advisers in your practice, providing opportunities to learn with and from your peers.

For
Principals’

  • Invitation to Principals’ Forum.
  • Targeted at building peer relationships across our community via collaborative learning, while delivering valuable professional development.
  • State-based Forums Focused on peer-led community collaboration across all business leaders.
  • Specialist principal webinars Educational content on topical business challenges.

For Responsible Managers and compliance staff

  • Advanced Responsible Manager training Specialist education and CPD allowing RMs to come together to discuss compliance developments, industry issues and trends.
  • Responsible Manager webinars Designed to enable Responsible Managers to keep abreast of important legislative and regulatory issues and changes.

For all Advisers and support staff

  • Professional Development days
    Designed to help you stay abreast of current issues and targeted to enhance technical and professional capability. Learning designed to support CPD.
  • Master classes
    Build knowledge in a particular area and develop deeper skills and expertise by diving into the detail and complexity. Content covers Advice Technical knowledge areas, with specialist master classes on the running of an advice business.
  • Specialist webinar series
    A monthly webinar series showcasing knowledge and insights leveraged from our Education Partners, which covers a wide range of CPD accredited fields, including regulatory changes, investment strategies, risk advice and more.