Solutions.

Solutions.

Our industry leading advice careers and professional mastery programme for financial advisers.

Picture29

Adviser edge is the industry-leading advice careers and professional mastery programme for New Zealand financial advisers specialising in life risk. 

Image 06

Advisers, at every stage of their careers, will have access to an extensive range of targeted on-demand, online and in-person industry specific educational experiences in the key areas that matter to advisers and drive professionalism, performance and customer experience.

With the ability to create customisable and in some cases personalised training pathways, advisers are supported to take their advice and their businesses to the next level.

Adviser edge also offers advisers a chance to be part of an extensive engagement programme designed to foster connection with a like-minded community of high-performing, professional advisers.

For some, this means having the opportunity to expand their horizon and engage with global counterparts in other mature life risk advice markets.

Masters

Advice masters for experienced, high performing industry leaders.

Advice masters is an intensive training and personalised professional development for experienced business owners to take their financial services businesses to the next level.

We’re building a professional network for high performing business owners and industry leaders who are passionate about driving high performance, professionalism and unparalleled customer experiences.

Following a detailed needs analysis, Advice masters participants will receive their own tailored programme, delivered 1:1 or in small groups by industry experts.

Advice masters will provide access to all our full education offering with additional one on one strategic development and coaching from experts and specialists in a variety of fields including (but not limited to) M&A, capital raising/funding strategies, mental high performance for business leaders, succession planning, leading high performing teams, business strategy design and execution, governance, board craft and director skills, and sustainability.

There are 30 places available in Advice masters.

Expressions of interest open now, starts April 2024.

Register your interest here.

Footpath Prof Pathways

Professional pathways to meet the needs of advisers, regardless of their career stage.

Professional pathways is a customisable extended training and professional development programme for motivated advisers with access to an extensive online, on-demand and in-person education offering, strategic development, as well as coaching and mentoring.

There are 50 places available in Professional pathways.

Expressions of interest open now, starts April 2024.

Register your interest here.

Microsoftteams Image (15)

Career connect – applications open March 2024, starts June 2024.

Off the back of a very successful launch of the programme in 2022, we’re expanding Career connect with the aim of having 60 new graduates entering the industry in 2024.

Career connect is a comprehensive skills and training course to attract, train and connect the next generation of financial advisers to the industry. There are 45 places available for the next intake.

Applications for intake 3 open March 2024 and the course runs from June - December 2024.

  • Career connect – standard application process (15 students, 6 months)
  • Career connect for Strategic Alliances – adviser business nomination (15 students, 6 months)
  • New adviser training – following demand from those who already have their Level 5 (15 students, 8 weeks)

Learn more.

Frequently asked questions.