Professional pathways
What is Professional pathways all about?
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 will have access to extensive online, on-demand and in-person educational offerings, including strategic development as well as coaching and mentoring.
Apply now.
What can Professional pathways offer me?
The aim of the programme is to delve into topics that are most relevant to you and that support your business goals. Learn from external specialists along with resources designed to develop your business and leadership skills to achieve your goals in 2025.
A programme packed with 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.
Cecilia Farrow
Matt Ensor
Steve Burgess.
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 business and leadership 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, compliance and advice to build a long-term sustainable business. Gain insights on targeting specific advice segments, such as Microbusinesses, and learn to implement solutions tailored to support specific segments effectively.
3. Business sales & growth.
Optimise your marketing and sales techniques, to elevate your brand, generate leads and drive growth and engagement with your customers.
4. Business efficiency.
Learn how to boost business efficiency and navigate the evolving world of AI and technology. Discover practical tools and strategies that can help streamline daily operations, allowing you to spend more time focusing on client relationships and business growth
Varied learning opportunities to suit you.
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 online resources, videos, online events, webinars, workshops, and self-guided learning materials to support your learning journey.
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 webinar 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.
Want to learn more about the courses we have on offer.
If you want to find out more about our programme, feel free to reach out to your Business manager or contact us at adviseredge@fidelitylife.co.nz.
