How Does It Work?

To get started

Choosing your program is easy! If you are an adviser that is new to the industry or if you have been working in the industry for a number of years and want to polish up your client engagement and presentation skills and take it to the next level, then The Adviser Finishing School Program is for you. Simply apply on-line right here by filling out the pre-enrolment application form.

Enrolment

Acceptance into the Adviser Finishing School program is by application only. You have a choice of 3 semesters per year to enrol in. We take pride in ensuring that the right mix of advisers are accepted into the program as we want to provide the best dynamics and create the best environment for learning. We are looking for motivated, forward thinking advisers who are open to learning styles and methodologies that are non traditional and explore both the personal and professional side of financial planning. 

Adviser Finishing School applicants need not be experienced advisers or technically advanced, but need to have worked in the financial planning industry for a minimum of 6 months and demonstrate that they are ready to put in the work necessary to reach their potential and transform into true professionals. Applicants need to be highly motivated and want to change and improve on their own accord. We are looking for advisers that want to go beyond 'selling' products and services, who are focused on the client relationship as their foundations of financial planning.As The Adviser Finishing School Program does not aim to ‘spoon feed' advisers but is looking for self motivated, self driven individuals that want to get the cutting edge education that is highly specialized and sought after. You need to be open to learning new ways and approaches, and have an open mind.

The initial application consists of completing an online application form and a face to face interview with an AdviserQuest coach.

Your Tools and Resources

We will provide you with hard-copy manuals and guides when you participate in the program to assist you in your transformation as a financial planning professional. Some of the topics covered in the program will also have audio CDs and DVDs included as part of the learning materilas provided.

Delivery

The program will be tutored through a series of seminars, face-to-face workshops, e-learning, one-on-one coaching with compulsory assessment tasks over the duration ofthe program. You will participate in the program via on-line and face-to-face methods mostly after hours and on weekends. The program has been designed in this format so that it does not interfere with your everyday employment activities.

Hands-on Workshops

We are big on face-to-face and hands on learning. After allfinancial planning is a client facing profession. We believe that the practical experience you will get through our face-to-face workshops, with the exercises and group role plays will be key to your understanding of the in-depth ways of communication and client engagement that we teach.
There are 3 face to face weekend workshop each semester which will ensure that you do not have to cut into your work time to attend. These workshops will give you applied expertise in the areas of communication and human relations topics so that you can confidently apply your new skills out in the real world.

On-Line Learning

There are webinars and e-classes that will run regularly each semester which will cover the course materials and assist you in your regular development. The benefit of these on-line learning tools are that you can learn from the comfort of your own desk in your office or home, or download the recorded webinars at a time convenient to you should you miss the scheduled times.

Full and Part-time

Learn when it suits you! We provide a choice of full time programs that run in a block of time and part time programs that run over weekends and via on-line learning so that you can learn when it is most convenient for you. It is quality professional development without the stress of worrying about how to fit it into yor busy schedule.

Dedicated Coaches

Through joining the Program, AdviserQuest will offer you your own dedicated coach that you can contact via phone or email throughout the duration of your program, should you have any questions, or need any assistance with the learning materials and program outlines, or communication and presentation skills practices that are part of your assessment tasks. This will be at no extra cost to you and will ensure that you stay on track with your transformation.

CPD Points

To enable advisers to meet their continuing professional development requirements,a number of our workshops and seminars have been submitted to the FPA and are currently being reviewed for suitability for granting of CE points. We aim to award our course participants with CE points in the near future.

Our Commitment to you

All of our coaches and consultants give 100% of themselves when they work with you. And we are confident that our industry focused workshops, coaching and mentoring programs will achieve the results that we have agreed on with you. In the
Unlikely event that any individual or business that we assist does not achieve the documented results agreed on, we will continue to work with you beyond the agreed framework, until these results are achieved. We guarantee your results and your satisfaction. If you have followed our guidelines and methodologies as instructed and any of our programs still fail to significantly improve and enhance your skills, giving you the expected results, then we are more than happy to provide you with a complete refund in your investment with us.

Affiliate Discounts

Program special pricing and discounts are available to affiliated Dealer Groups and Licensees who are members of AdviserQuest. Check with the relevant education and training contact in your Dealer Group if they are a member. Or if they would like to join please contact us on 1300 886 907.

Still Not Sure?

Perhaps you are not sure about exactly what level your client engagement skills are at. And you are not sure which program is right for you. Or perhaps you would like to get a taste of what we offer first before taking the plunge. You can talk to one of our coaches about your needs and find out if you should attend one of our AdviserQuest Discovery Weekends to get an idea of which program may be right for you. You can call our coaches during business hours on 1300 886 907 or drop us a line at transform@adviserQuest.com with your question anytime!