How we can help you? If you would like a call back, please add phone and brief message.
[ninja_form id=3]
Training
Professionalism and Ethical Responsibilities, Regulatory Compliance, Client Care Focused with CPD Accreditation
Corporations prefer to retain clients long term. Senior retirement people deserve respect and to maintain their dignity and lifestyle. Acting in the best interests of clients to assist effectively is good for business and protecting clients is in everyone’s best interests.
Industry interest to up-skill for acting in clients’ best interests, professionalism and ethical responsibilities, regulatory compliance and client care is now high.
Participation in our comprehensive accredited training demonstrates commitment as a professional adviser, a company, management or support staff team member to gain essential knowledge.
To gain the all-important knowledge and skills required to assist clients effectively, consider attending our online on-demand new and updated Two-Hour Masterclass, or arrange for your team to benefit from an accredited training either online or an in-person workshop in our Accredited Professional Training Program.
Continuing Professional Development options include the comprehensive new and updated 2.0 hour training Masterclass, a 3.0 hour masterclass or a 1.0 hour training session. As mentioned above the 2.0 hour Masterclass is available fully online on-demand with all trainings presented by renowned expert Anne McGowan.
Training Events
Accredited Training Program Options
Two-Hour Masterclass (Highly Recommended)
Title: Financial Senior Abuse and Inheritance Impatience - Assisting Clients, Prevention and Ethical Accountability.
Three-Hour Training Workshop
Title: The Responsible Professional Management of Financial Abuse & Driving Better Outcomes.
One-Hour Training Session
Title: The Many Stages of Financial Senior Abuse - The Importance of Taking Action and Protecting Seniors and Retirement Clients.
PROTECTING SENIORS WEALTH – THEIR WHOLE WEALTH
ACCREDITED PROFESSIONAL TRAINING PROGRAM
You could become an Accredited Professional Adviser listed on our Panel of Advisers - on completion of our training course.
To discuss or arrangement a training to best suit you or your team, please contact us via email or call 1300 097 593 or mobile 0477 556 011.
Want to attend a training our Online: On-Demand training course? You can access our new and updated two-hour accredited training course Online - On-Demand now, please click on the link below to register, you will access for one month to complete, or go to our CPD Learning Hub.
Industries And Service Providers Positioned For Our Demand-Led Services
Financial Advisors
Retirement Planning
Banking and Superannuation
Wealth Management
