VBP Practice Managers
Training Program

Elevate your career in advice with tailored training and industry experience

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Training that builds capability,
confidence and culture

Our workshops go beyond inspiration. They’re designed to solve problems, build capability and create momentum inside your business. Led by the same expert consultants and coaches who speak at major events, these sessions are shaped by first-hand experience with advisory and broking firms.  

Whether it’s a strategy session with your leadership team or a capability-building experience for your staff, each workshop is tailored to your people, your goals and your unique challenges.  

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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

Advance Your Career Today!

Join the program or book a call to learn more.

FAQs

How long do I have access to the materials?
You will have access for 6 months, giving you ample time to catch up if needed.
What if I can't attend a live workshop?
A video replay will be available in the student portal.
Are there exams or assignments?
There are no formal exams, but each module includes quizzes to reinforce learning
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