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Professional Development

The continual education and development of advisers is core to any successful dealer group. The accumulation of Continuous Professional Development points is also essential to maintaining professional memberships and accreditation. Paragem’s Leadership & Development Days are focused on extending knowledge and stimulating ideas, maximising benefit to the financial adviser. Not only will you broaden your understanding of current industry concerns and enhance your knowledge, by keeping up to date you are able to stay relevant to your clients and apply learning to provide an improved service.

Professional leadership and development services provided by Paragem Dealer Services include:

Paragem Professional Leadership & Development Days

  • Held three times a year in Brisbane, Melbourne & Sydney
  • Focus on genuine adviser improvement, not product sales
  • Sessions cover a wide range of topical issues with industry-leading executives
  • Opportunity for peer discussion and relationship-building with industry professionals
  • Fully accredited for Continuous Professional Development (CPD) points per day

PortfolioConstruction Conference in Partnership with Paragem Dealer Services

  • 2 day annual conference
  • Well regarded by investment and advice professionals
  • Addresses current themes in the industry
  • Debates contemporary and emerging portfolio construction issues
  • Opportunity for peer discussion and relationship-building with industry professionals
  • Fully accredited for Continuous Professional Development (CPD) points

RG146 Compliance

  • Assessment of current competencies in line with RG146
  • Development of training plans in Kaplan’s Ontrack Planner to suit your unique ongoing training requirements
  • Access to Kaplan's Ontrack Trainer professional development articles
  • CPD points recorded on completion of courses or receipt of certification
  • Online management of your training register with Kaplan’s Ontrack Tracker, monitoring your progress and ensuring compliance

Professional Leadership & Development Packages

  • Substantial discounts for annual subscriptions and group bookings.

View the agenda for our upcoming Leadership & Development Day (PDF 240 kb)

Register now for our next Leadership & Development Day