Our course finder tool will point you in the right direction.
Have a question or would like more information? Our dedicated team will promptly reach out to you.
Home > Courses > Achieving Personal and Professional Goals through Effective Teamwork
Build essential personal workplace competencies and collaborative skills, ensuring advisers thrive in any professional setting.
Need help?
This topic of the Financial Adviser Accelerator Suite equips financial advisers with essential workplace competencies to thrive in any professional setting, as well as collaborative skills to navigate working with others in a team. It explores key personal attributes, effective goal setting, time management, impactful presentations, and continuous personal and professional development.
Additionally, the topic focuses on developing teamwork and communication skills, which are crucial for building strong professional relationships. By mastering these skills, advisers enhance their effectiveness, client satisfaction and overall success in the industry.
On completion of this topic, you will have developed:
This topic is designed to be completed over six (6) weeks, with up to 12 weeks’ access provided to allow for flexibility.
Participants receive 20 hours of structured training per topic. For new entrants under the FAS requirements, these topics form a core part of the 100 hours of structured learning required during the Professional Year.
If advisers are completing continuing professional development (CPD) and have a Kaplan Professional Ontrack account, then each topic will contribute five (5) hours of CPD that is automatically recognised in Ontrack.
Advisers who successfully complete all requirements of the topic will be awarded a certificate of completion.
There are no specific due dates for activities. Advisers progress, complete and submit activities as they go. However, it is recommended that each activity be completed according to order laid out.
$275 (Inc. GST) per person (corporate package/rate available)
The Financial Adviser Accelerator Suite is the most interactive, engaging and career-focused training program the financial advice industry has ever seen — purpose-built to develop capable advisers who are ready to make an immediate impact.
Developed with early-career professionals in mind, the structured topics focus on building essential client engagement skills and financial advice fundamentals. The program is structured around four key knowledge pillars, with each topic containing multiple modules.