Financial Advisers and Planners Professional Development Programs

Basic ½ day program for planners wanting to know the basics of lifestyle retirement planning but wish to outsource the service.
Intermediate full day program for  planners wishing to conduct the initial consultation to determine the need and outsource the service.
Advanced 3 day program for planners wishing to be certified in lifestyle retirement planning with view to advertising complete retirement planning or holistic financial planning.

Graduate comments:
“Great information and good interaction with participants. Well done”
“Congratulations for getting started. You have an excellent product”
“Appreciated the genuineness of presenters.”

UpComing Events

Professional development Program for Financial planners and Advisers

Basic and Intermediate program
Brisbane - 19 April 2010 Sydney - 2 August 2010 Melbourne - 4 October 2010

Advanced Program
Brisbane - 19-21 April 2010 Sydney - 2-4 August 2010 Melbourne - 4-6 October 2020

Coaches (Life, Career and Executive coaches)  
Brisbane - 12-14 April 2010 Sydney - 1 May  2-3 June

Retirement Industry Professionals
Lawyers, Accountants, Psychologists & HR professionals     Brisbane      12-14 July 2010

Please email inquiries to:  alan_greig@bigpond.com