Welcome to Professional Pathways
Welcome, we’re so excited to have you on board.
Congratulations and welcome to our Professional pathways programme for 2025! We are pleased to have you on board and look forward to embarking on this professional learning journey together over the coming months.
What is Professional pathways?
Professional pathways is a customisable extended training and development programme designed for motivated advisers who are dedicated to growth and achieving their business goals.
Throughout this course, you'll have access to extensive online and in-person educational offerings, including strategic development as well as coaching and mentoring.
Your programme calendar.
Here’s a look at what’s ahead in your Professional pathways journey.
When we first sent out your course dates via email, we let you know whether you were in the Auckland or Christchurch group.
Simply select the event that matches your cohort to find out more.
1. Virtual welcomeOnline
RSVP now.9-June, 1:00 PM – 1:30 PM |
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2. Kickstart workshopAuckland
Find out more.1-July, 9:00 AM – 5:00 PM |
2. Kickstart workshopChristchurch
Find out more.4-July, 9:00 AM – 5:00 PM |
3. Virtual progress check-inOnline
Find out more.4-August, 1:00 PM – 1:30 PM |
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4. Marketing foundation virtual workshopOnline
Find out more.18-August, 12:00 PM – 3:00 PM |
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5. Microbusiness workshopAuckland
Find out more.23–24-September, 9:00 AM – 5:00 PM (Optional – limited spaces) |
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6. Adviser success virtual workshopOnline
Find out more.Option A: 10-October, 12:30 PM – 1:30 PM Option B: 13-October, 1:00 PM – 2:00 PM |
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7. Final workshop and graduationAuckland
Find out more.6-November, 9:00 AM – 5:00 PM |
7. Final workshop and graduationChristchurch
Find out more.4-November, 9:00 AM – 5:00 PM |
Rich content facilitated by industry leaders.
Professional pathways is designed to provide a comprehensive learning experience, packed with insightful and relevant information presented by industry-leading facilitators. Throughout the programme, participants will have the opportunity to engage with experts, who will provide insightful and valuable topics to amplify their business to the next level.
Kirsten Leng.
Amy Watson.
Tony Hughes.
What types of content will I have access to?
We understand that everyone has their preferred ways of learning, which is why we have curated a variety of resources to cater to different learning styles. You will have access to:
Skills based workshops.
These workshops will take place in person, in smaller groups to help your development.
Self-paced
learning.
learning.
Courses, resources and quizzes that are available to download for a limited period.
Online webinars via Teams.
Our online webinars will include learning opportunities and Q&As with facilitators.
Interactive online workshop.
In these digital workshops, you’ll have the chance to participate in a group setting.
Key topics to amplify you and your business.
Over a 9-month period we will take you through key topics that will support you to reach your professional and business goals. Read about our three key topic areas below.
1. Developing your business.
Maximise and develop your skills to perform at the top of your game. Create a business strategy and digital marketing plan to lead growth in your business by enhancing your people, process and systems.
2. Advice and planning.
Harness new ways to streamline your advice processes and take advantage of new business opportunities. Develop key areas of governance and advice to build a long-term sustainable business.
3. Business sales & growth.
Optimise your marketing and sales techniques, to elevate your brand, generate leads and drive growth and engagement with your customers.
Terms and conditions.
To understand the guidelines for attending and participating in this year's programme, you can read the full T&Cs at this link.
View the full terms and conditions.Support is at hand every step away.
We are dedicated to ensuring that you get the most out of the programme, empowering you to achieve your business goals. If you need any support along the way, reach out to your friendly Professional pathways team at adviseredge@fidelitylife.co.nz or your Business manager.
