To apply for Membership please provide the following details.
| [ninja_form id=2] |
Our professional development provides expert online learning for gaining high in demand skills beneficial for effectively assisting senior retirement clients and acting in clients best interests.
Members whether individuals or teams of professionals, management, support staff can access CPD Accredited comprehensive expert training for improving outcomes, long term client retention rates, safe secure clients and their investments.
Gaining knowledge and competency to effectively assist clients in a rapidly growing senior retirement demographic is key, for professionals in financial advice, banking, superannuation, wealth management, retirement planning and aged specialist services.
In the training, we consider compliance, acting in clients best interests, professionalism and ethical conduct, accountability and how taking reasonable steps is now expected. This key learning for taking appropriate action to assist clients in a professional proper way, and meet client best interests requirements is now high on the agenda.
Professional members can now easily access expert training, that's regularly updated, and tailored to drive better outcomes for planning ahead and dealing with situations. Now an important CPD priority for keeping clients safe and secure, and to protect their finances for their lifestyle and future.
Professional advisers, management and staff can be a member for a limited time to complete the course and access content at their leisure for one month - this can be extended if preferred, please see our current comprehensive CPD Course.
Interested in a group booking or a live in-person or online training, please contact us to arrange.




