Education and Engagement
Our program is tailored to key roles within your business. Our distinctive combination of virtual and in-person programs provides year round opportunities to learn alongside, and from your peers.
For Principals’
- Invitation to Principals’ Forum.
- State Principal Forums focused on peer led connectivity and collaboration.
- Specialist principal webinars covering topical business challenges and opportunities.
- Our tailored program for Principals’ provides connectivity amongst peers and encourages sharing and learning from each other’s experiences.
For Responsible Manager and compliance staff
- In person Advanced Responsible Manager training for Responsible Manager’s to come together to discuss compliance developments, industry issues and trends to keep your business ahead of key regulatory changes.
- Responsible Manager webinars to keep abreast of important legislative and regulatory issues and changes.
- Our dedicated Governance team ensure timely updates are provided as changes occur.
For all Advisers and support staff
- Professional development designed to keep you up to date with current issues and targeted to enhance technical and professional capability.
- Masterclasses, develop deeper skills and expertise by diving into the detail and complexity in a particular topic.
- Insight series, providing deeper access to leading fund managers’ expertise to enhance your advice and deliver better client outcomes.
- Our learning program is designed to support relevant CPD.
We have been with the Principals' Community family since inception, and I cannot recommend the experience highly enough. They care passionately about our industry, deliver a first-class service and every member of the team shares the same positive vision. With the quality of the Governance, education and technology support, we have the tools we need to provide exceptional advice outcomes for our clients.
Michael Connick
Pinnacle Financial Planning
Other services:
Community Membership
Governance Support
Education and
Engagement
Licence Application & Transition Support
Scale
