Practice Manager Training Program
Boost your career in financial
planning practice support with
Australia’s only training course
for Practice Managers
planning practice support with
Australia’s only training course
for Practice Managers
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?
With the aim to produce exceptional Practice Managers in Australia, our team of experts have developed a special training program that aims to help individuals who are aiming to enhance their skills and build confidence.
This online training program is perfect for people who:
- 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.
What’s in store for you:
- 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
Some of the most experienced and enthusiastic coaches you’ll ever engage, our business coaches have a wealth of knowledge about what works in advisory businesses and have proven track records for helping their clients achieve greater success.
Sue Viskovic
General Manager - Consulting
Lana Clark
Senior Consultant
Graham Burnard
Senior Consultant
How Our Program Can Help You
What Our Students
Are Saying About the
Program
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.”
Client Testimonials
Check out what our proud students have to say
“I really enjoyed the course and having people speak about their experiences. Doing the course helped me gain a lot of confidence that I am on the right track for a best-practice FP business. I can take this information and use this to be a more valuable team member..”
Emma Brooke
Practice Managers Training Program student
“The most fascinating thing I took away from the program is learning about the characteristics of people within the business and how to work, learn and teach them in the way that works best for their personality. I think it was the one topic that stood out for me."
Naomi Harris
Practice Managers Training Program student
Ready to take your business to the next level?
Book a call and find out how we can support your growth.
