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30 Jul 2025

Kaplan Professional launches ground-breaking Financial Adviser Accelerator Suite to fast-track industry talent 30 Jul 2025

At a time when the demand for confident, client-ready talent has never been greater, Kaplan Professional has launched the Financial Adviser Accelerator Suite – a bold new training initiative that reimagines how new entrants and early-career financial advisers are prepared for the profession.

Positioned as a ‘personalised launchpad’, the Accelerator Suite is a dynamic, interactive program that blends real-world learning with structured development, offering significant benefits for both advisers and licensees.

At the core of the program are interactive, scenario-based modules that deliver a hands-on, career-focused learning experience unlike anything currently available in the financial advice industry.

“The Accelerator Suite is not just educational – it is transformational,” said Kaplan Professional CEO Brian Knight.

“Our initiative is designed to establish a clear and structured entry pathway into financial advice, running concurrently with the Professional Year, to accelerate the development of practical knowledge and skills … bringing the profession into alignment with other well-established fields.

“We have built the program to simulate the real-world challenges advisers face, so individuals can build confidence, capability and client-readiness from day one.

“What we wanted to do is create a dynamic environment where advisers learn by doing – they practice client conversations, make ethical decisions and solve client problems in a safe, supportive environment.

“The structure is flexible but focused … designed to fit around work and life, while still delivering a rigorous, high-impact learning experience.”

The program is structured around four key knowledge pillars, with each topic containing multiple modules:

  • Fundamentals of financial advice
  • Client care in financial advice
  • Client engagement in financial advice
  • Quality processes in financial advice

The Accelerator Suite’s design is rooted in industry collaboration, with input from experienced advisers, subject matter experts and licensees to ensure it reflects the realities of today’s advice landscape.

For advisers, the Accelerator Suite offer a clear, supported pathway into the profession with mentorship, community and practical tools to build a long-term career.

“We are providing advisers the tools to hit the ground running … not just in knowledge, but in mindset and professionalism,” Mr Knight said.

“It is immersive, engaging and designed to build real-world confidence.”

For licensees and employers, the benefits are equally compelling: faster onboarding, reduced training costs and a pipeline of talent that is client-ready, culturally aligned and future-focused.

“This is about building a stronger, more sustainable financial advice profession,” Mr Knight said.

“We listened to what the industry needed – confident, capable and client-ready professionals – and built a solution we think delivers exactly that.

“When advisers are better prepared, everyone benefits … from licensees, to clients, to the industry as a whole.”

Program details

  • Five topics available now (Mastering the art of strategic client meetings, Achieving personal and professional goals through effective teamwork, Launching your financial advice career, Navigating ethical dilemmas in financial advice and Taking the risk out of compliance)
  • Seven more topics released soon, with 20 available by the end of the year
  • Advisers receive either 20 hours of structured training per topic, contributing to Professional Year requirements, or five (5) CPD hours recognised in Kaplan Professional’s Ontrack program
  • Best suited to new entrants and early-career advisers, but recommended to any adviser who wants to significantly enhance soft skills, client engagement techniques and overall professional impact
  • The Accelerator Suite topics will also be available through the Financial Advice Association Australia’s soon-to-be-launched Financial Advice Academy, where Kaplan Professional is the exclusive education partner
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