Adviser Academy offers an accelerated developmental program that is designed to equip those with limited financial planning experience with practical skills and abilities.

This practical 'hands on' program addresses key functional tasks of financial planning involved with gaining and retaining clients. In addition, the program coaches participants with interviewing techniques to maximise their potential in gaining their desired role after graduation.

This program is focused on providing practical abilities around winning the client relationship and building and maintaining it, over the long term. This program is focused on developing and/or sharpening an Adviser’s skill set based around the interview process with a client. The program addresses issues on how to ‘win’ a client and provide tools that are useful in building long term relationships with a client.  The program differs from other ‘sales’ type courses as it is specifically tailored to an Adviser’s situation and factors in legislative, compliance and business rules in the relationship building process.

Competencies:

The program has been designed to equip participants with those competencies as displayed by experienced financial planners. These competencies are aligned with what financial institutions look for when identifying and selecting planners for their business. Participants will be able to claim that they display the following competencies once they have completed this course.

	Write new business
	Create and maintain business opportunities and strategic alliances
	Ability to meet with a specified number of new clients each week
	Effectively manage and service an existing client base
	Manage the timely and accurate preparation of financial planning documentation
	Capture a client’s fact find and questionnaire details in a compliant manner
	Understand the concept of holistic financial planning
	Manage own diary and work activities
	Develop new referral networks
	Utilise presentation skills to explain difficult concepts simply and effectively
	Display professionalism and a ‘can do’ attitude
	Demonstrate an understanding of compliance issues
	Assist with planning and preparing for client seminars

For more information on the Adviser Academy and or to be sent a complete outline of the program click here to register your interest.

Click here to download the Adviser Academy Course Flyer.