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Practice Manager Training Program
Boost your career in financial planning practice support with Australia’s only training course for Practice Managers.

Ready to enhance your skills and confidence?

- have the desire and passion to upskill from an administration role or senior role.
- look for opportunities in improving their skills and effectiveness as Practice Managers.
- plan to re-enter the workforce and/or want to step up a level in their career.
- search for top quality courses that are practical and flexible allowing them to study when and there they want.
- Twelve (12) modules with video and written training manuals, to be completed at your own pace
- Seven (7) live online workshops to explore the practical application of the concepts
- Multiple choice assessments
- Optional private coaching support
- Access to templates to customise for your firm
- Student community – build your network with other like-minded peers
Our Coaches

Sue Viskovic
General Manager - Consulting

Lana Clark
Senior Consultant

Graham Burnard
Senior Consultant
HOW OUR PROGRAM CAN HELP YOU
Boost Your Career
Produce Topnotch Quality Advice
Learn & Study Whenever, Wherever.
What Our Students
Are Saying About the
Program
“Doing this course made me understand that what I am currently doing in my role is what a PM should be doing, and that is exactly what I wanted to get out of this course.”
“I learnt something from each of the modules. I found everything really relevant to where I want o develop in my own career. I feel more confident in expressing the areas I’m interested in. I realised how much there is to learn through hands on experience with dealing with the areas covered in the course.”
“I feel it’s a great course & an asset to the industry, with information focused on what we actually do. It gave me a greater understanding of the role I am training into & what things need to be focused on to help develop a successful advice business.”
“I learned to be a more effective practice manager and I enjoyed the course materials. I feel like I have achieved a lot and I feel more confident in going into a practice manager role.”

Ready to take your business to the next level?
Book a call and find out how we can support your growth.
Insights

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