Education
and training

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; and who enjoy access to 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 core content is all FPA-accredited and can be tracked through Kaplan OnTrack so you can meet your annual CPD requirements –  but our sessions deliver so much more than just points. You’ll enjoy a diverse range of content, all with a focus on practical application –  designed to have a meaningful impact on your ongoing professional development and help you deliver better outcomes for your practice and your clients.

Our innovative training and education solutions are available to existing licensees, self-licensed practices, and ARs of licensees. Our livestreams and recorded content are available on an ongoing subscription basis with our professional development seminars and conferences on a pay-as-you-go basis.

Our CPD point monitoring and management solutions are available on a hybrid subscription/user pays model, exclusively for licensees and self-licensed practices that subscribe to our livestream and recorded content program.