Become the Operational Leader Your Advice Business Needs with VBP’s Practice Managers Program

Our trusted bookkeepers help you reduce errors, save time, and streamline your financial processes — so you can focus on growing your business.

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Your Investment

$1,450 + GST

Everything You Need to Implement Change

Four live implementation sessions
Four live implementation sessions
Ten self-paced learning modules
Ten self-paced learning modules
Access to all program materials for 6 months
Access to all program materials for 6 months
Practical tools, templates and resources
Practical tools, templates and resources
Participant workbook
Participant workbook
90-day implementation framework
90-day implementation framework
Certificate of completion
Certificate of completion
Our next Practice Managers Training Program begins

02 November 2026

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Who this Program is for

Is This Program Right For You?

Whether you're already leading operations or preparing for your next leadership opportunity, this program provides the practical skills, frameworks and confidence needed to succeed in a modern advice business.

Practice-Managers2

Practice Managers

Strengthen leadership capability, improve operational performance and increase your strategic contribution.

Operations-Managers

Operations Managers

Build capability across capacity, workflows, people, systems and business performance.

Office-Managers-&-Team-Leaders

Office Managers & Team Leaders

Move beyond administration and step confidently into operational leadership.

Senior-Client-Service-Managers-and-Client-Service-Officers

Senior Client Service Managers and Client Service Officers

Preparing for leadership responsibilities and the next stage of their career.

Business-Owners-and-Practice-Principals

Business Owners and Practice Principals

Wanting to develop stronger operational capability within themselves or their leadership team.

Emerging-Leaders

Emerging Leaders

Identified as future leaders within an advice business and ready to broaden their management capability.

How the Program Works

Move from Learning to Implementation

Unlike traditional training programs that focus purely on knowledge transfer, the Practice Managers Program is designed to help participants implement what they learn within their business.

Participants receive:
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Four Live Implementation Sessions
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Ten self-paced online learning modules
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Practical templates and resources
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Participant workbook
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A structured implementation framework
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Six months' access to all learning materials
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Certificate of Completion

The self-paced learning can be completed at a pace that suits the participant and their business, while the Live Implementation Sessions are delivered during the first four weeks of the program to help participants immediately apply key concepts within their workplace.

The result is a learning experience focused on practical business outcomes, not just theory.

Live Implementation Sessions

Four Weeks. Four Building Blocks.

During the first four weeks of the program, participants attend four facilitator-led workshops focused on turning ideas into action.

Using practical exercises, facilitated discussion and a shared advice practice case study, participants will develop operational frameworks and implementation plans they can immediately apply within their own business.

Participants receive:
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Week 1 - Build Clarity

Establish strategic direction, operational priorities and alignment between business goals and day-to-day operations.

Week 1 - Build Clarity
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Week 2 - Build Rhythm

Create effective operating rhythms, planning cycles, meeting structures and accountability frameworks.

Week 2 - Build Rhythm
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Week 3 - Build Visibility

Learn how to monitor business performance through meaningful reporting, operational dashboards and key performance indicators.

Week 3 - Build Visibility
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Week 4 - Build Execution

Translate plans into action through implementation planning, prioritisation, accountability and continuous improvement.

Week 4 - Build Execution
Program Structure

Flexible Learning Designed for Busy Professionals

From day one, participants gain immediate access to all program materials, including the online learning modules, workbook, resources and Live Implementation Sessions. The self-paced structure allows participants to progress through the learning at a pace that suits their business commitments while applying concepts throughout the program.

Participants retain access to all learning materials for six months following enrolment.

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Module Overview

Ten Modules Built for Practice Management

Select a module to explore what you will learn.

module 1

Module 1:

Introduction to the Engine Room

Module 1:
module 2

Module 2:

The Anatomy of a High-Performing Advice Firm

Module 2:
module 3

Module 3:

Building your People and Culture

Module 3:
module 4

Module 4:

Role Design & Accountability

Module 4:
module 5

Module 5:

Capacity Planning

Module 5:
module 6

Module 6:

Operating Models & Workflow Design

Module 6:
module 7

Module 7:

Running a Compliant and Ethical Advice Firm

Module 7:
module 8

Module 8:

Facilities and Operational Management

Module 8:
module 9

Module 9:

Change Management

Module 9:
module 10

Module 10:

Key Learnings and Where to From Here

Module 10:
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Certificates

Gain a Recognised Certificate of Completion

Participants who successfully complete the required module quizzes will receive a Practice Managers Program Certificate of Completion. This certificate recognises your commitment to professional development and demonstrates capability across the operational, leadership and management disciplines required to run a successful advice business.

Participants may complete the program in as little as six weeks while retaining access to all learning materials for a full six months.

Get Started
image (1)
Your Investment

$1,450 + GST

Everything You Need to Implement Change

Enrol & Pay Now
Four live implementation sessions
Four live implementation sessions
Ten self-paced learning modules
Ten self-paced learning modules
Access to all program materials for 6 months
Access to all program materials for 6 months
Practical tools, templates and resources
Practical tools, templates and resources
Participant workbook
Participant workbook
90-day implementation framework
90-day implementation framework
Certificate of completion
Certificate of completion
Enrol & Pay Now
Outcomes and benefits

What You’ll Walk Away With

By the end of the program, you'll have the capability to:

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Align operations with business strategy

Align operations with business strategy
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Improve accountability and execution

Improve accountability and execution
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Build stronger teams and culture

Build stronger teams and culture
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Better manage capacity and workflow

Better manage capacity and workflow
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Improve operational visibility and reporting

Improve operational visibility and reporting
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Lead change more effectively

Lead change more effectively
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Strengthen compliance and governance practices

Strengthen compliance and governance practices
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Develop a practical implementation roadmap for your business

Develop a practical implementation roadmap for your business

Participants finish the program with both the knowledge and confidence to become a more effective operational leader.

Ready to take the next step? Secure your place today.
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Facilitators

Learn with Experienced Industry Facilitators

The live sessions are designed to combine expert facilitation, peer discussion and practical implementation planning.
Sue Viskovic Sue
Sue Viskovic
Head of Consulting
Lana Clark Lana
Lana Clark
Senior Consultant

Client Testimonials

"The course has been amazing! It’s provided practical tools that delivered great results quickly. I’m now confident in prioritizing tasks and driving progress toward our 90-day goals!"
“I love the sense of inclusiveness, support, and genuine connection from the coaches and the cohort.”
“I would highly recommend this course to anyone interested in becoming a leader in their practice, as the information and personal coaching received are priceless!”
“The knowledge, new connections, and genuine advice and guidance from the coaches have been exceptional.”
"I found the content to be a good mix of practical application and theory. The useful Excel tools and templates for job descriptions, etc., will be invaluable for many smaller firms. Overall, as a small practice, I can see immense value in the course, and this program has contributed 100% to my development. Thank you."
“It was definitely an eye-opening experience, and it really helped me shape what I need to do going forward.”
“I feel well-informed now that I’ve completed the course, and the role of a practice manager is much clearer.”
“I really enjoyed the course and hearing others share their experiences. It gave me back a lot of confidence, reassuring me that I’m on the right track for a best practice FP business. I can now take this knowledge and use it to become a more valuable team member.”
“I found learning about the different characteristics of people in a business and how to work with, teach, and support them in ways that suit their personalities the most fascinating. This topic really stood out for me, as it provided valuable insight into how different personalities can work together and how to manage them harmoniously in the future.”
“It was definitely helpful. Workflow and capacity planning were the most interesting aspects. I now feel more confident taking on additional projects and responsibilities.”
“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 thoroughly enjoyed all the modules and feel i have gained the knowledge i needed to be successful in my role as a new practice manager/head of operations. I feel equipped with the right tools and resources to be able to assist the team and lead the company in the direction of growth."
"I feel like I have been doing the correct things as a practice manager, sometimes that was frustrating because the advisers won't listen to me when I have told them these things in the past, but it was nice to know that I'm not too far off!"

To protect the privacy of our participants, names have been omitted from these testimonials.
The experiences shared are genuine reflections of our students' journeys.

Ready to Become a More Effective Operational Leader?

Investment: $1,450 + GST

Our next cohort begins 2 November 2026.

Join Australia's only professional development program specifically designed for Practice Managers and operational leaders within financial advice businesses.

FAQs

How much the Practice Managers Training Program cost?

The program fee is $1,750 (GST included).

How long do I have access to the materials?
You’ll have full access to the program content for 6 months: plenty of time to catch up or revisit key modules at your own pace. 
What if I can’t attend a live workshop?
 No problem. All live sessions are recorded and available for replay in the student portal.
Are there exams or assignments?
There are no formal exams. Each module includes short quizzes and optional reflection tasks to help reinforce your learning and track progress. 
Who is this program designed for?

This program is built for current or aspiring practice managers working in advice, broking or financial services firms. Whether you're new to leadership or ready to step up, it gives you the tools and confidence to lead effectively.

How long is the program?

The core program runs over 6 months, with monthly deep-dive sprints and regular practical learning touchpoints to keep you engaged and progressing.

What kind of support is included?

You’ll get access to guided sessions, templates, tools and a peer learning community. Each module is supported by real-world insights from people who understand your business model.

Is this a self-paced course?

It’s a hybrid format. While you can work through the materials at your own pace, the live sessions and monthly sprints are structured to keep you moving forward with momentum.

Do I need to be managing a team to join?

Not necessarily. If you're looking to step into a practice manager role - or you're already managing processes, people or client delivery - this program is a great fit.

Can multiple people from the same business join?

Absolutely. We welcome teams and many firms use the program to level up capability across their operations.

What’s the investment?

Pricing varies depending on cohort and group participation. Share your details via the form and we’ll send you all the info you need.

Is there a certificate of completion?

Yes. You'll receive a certificate upon completion of the program that reflects your commitment to professional growth and operational leadership.

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