Advance Your Career with VBP's Practice Manager Training Program

Comprehensive training designed for financial services professionals to build capability, confidence and operational excellence.

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Our next Practice Managers Training Program begins

21 August 2025

Training that builds capability,
confidence and culture

Why It Exists

Running an advice business is complex, but developing strong, capable practice managers doesn’t have to be. The VBP Practice Manager Training Program will give you the confidence, tools and real-world understanding to lead with clarity, manage operations effectively and support scalable growth.


What Makes It Different

This is not a one-off workshop or theory-heavy course. It’s a hands-on, guided development experience tailored to advice firms, built by people who understand your world. Through monthly sprints, collaborative sessions and expert support, you will develop the mindset and capabilities to drive better outcomes across people, processes and performance.

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What You Can Expect

Flexible Learning

Flexible Learning

12 self-paced modules with engaging video and written content, designed to fit around your schedule. 
Flexible Learning
resource access

Practical Resources

Access to customisable templates, tools and a supportive student community for connection and idea-sharing.
Practical Resources
Interactive sessions

Interactive Workshops

Seven live online sessions to help you apply concepts, ask questions and learn from others. 
Interactive Workshops
comprehensive assessments

Applied Learning

Short quizzes and real-world activities to reinforce your knowledge and build confidence. 

Applied Learning
personalised support

Personalised Coaching

Optional one-on-one coaching to focus on your goals and support your growth. 

Personalised Coaching

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.”

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

What You'll Learn

module 1

Module 1: Introduction to the Engine Room

Module 1: Introduction to the Engine Room
module 2

Module 2: What is a Resilient Advice Business?

Module 2: What is a Resilient Advice Business?
module 3

Module 3: Analysing an Advice Business

Module 3: Analysing an Advice Business
module 4

Module 4: Building Your People and Culture

Module 4: Building Your People and Culture
module 5

Module 5: Roles Within an Advice Practice

Module 5: Roles Within an Advice Practice
module 6

Module 6: Right People in the Right Roles

Module 6: Right People in the Right Roles
module 7

Module 7: Capacity Planning

Module 7: Capacity Planning
module 8

Module 8: Managing Tasks and Workflows

Module 8: Managing Tasks and Workflows
module 9

Module 9: Running a Compliant and Ethical Advice Firm

Module 9: Running a Compliant and Ethical Advice Firm
module 10

Module 10: Facilities and Operational Management

Module 10: Facilities and Operational Management
module 11

Module 11: Change Management

Module 11: Change Management
module 12

Module 12: Key Learnings and Where to From Here

Module 12: Key Learnings and Where to From Here

Ready to Lead with Confidence?

Submit your details and we’ll send you everything you need to get started.

FAQs

How much the Practice Managers Training Program cost?

The program fee is $2,750 (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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