Everything you need to learn and grow
Built by advisers, for advisers
Inside the portal you’ll find practical training pathways, video walkthroughs, best-practice templates and compliance tools.
These aren’t just theory, they’re the same resources we use every day with real clients.
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Progress at Your Own Pace
Complete modules when it suits you, with clear guidance and hands-on tasks that reinforce your understanding. This flexible approach fits around your schedule and learning style.
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Clear learning pathway
Each stage of the program builds on the last, so you always know what’s next and how each module connects. You’ll see your skills grow with every step, helping you feel confident and ready for real client work.
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Program Structure
Modules are designed for self-paced learning, focusing on practical skills that build your confidence step-by-step. Each unit uses real-world examples and resources to prepare you for a career in financial advice.
Step-by-step modules
Learn through structured, easy-to-follow training pathways.
Video walkthroughs
See real examples in action with clear, practical video guides.
Advice templates
Use ready-made documents built around best-practice standards.
Compliance tools
Stay on track with checklists and resources that keep you compliant.
Ongoing support
Access mentor feedback and development resources whenever you need them.
Your personalised training journey
Choose the pathway that fits you best
Foundation Program
A shorter, fundamentals-based program for support staff, career changers or those just starting out in financial services.
Comprehensive Program
A full adviser development pathway across four structured quarters, covering strategy, compliance, client experience and leadership.
