Training and Courses

Practical, high-quality training designed for financial services professionals. Build capability, stay compliant, and grow with confidence.

Training and Courses

Our training helps you build knowledge, strengthen capability, and meet regulatory requirements
with confidence. Explore our range of courses and learning opportunities.

Courses

A range of practical courses designed to build knowledge. strengthen skills, and support compliance across the financial services sector.

Director Training

Designed for directors and senior leaders, this training provides practical guidance on governance, regualtory responsibilities, risk management,

Compliance Officer / Operations Manager

This programme equips compliance officers and operations managers with the knowledge and tools to manage regulatory obligations and drive operational excellence. Learn more →

Advice Intensives

Focused, practical sessions that deepen technical knowledge, enhance advice capability, and improve client outcomes.

Sponge

Sponge is an innovative approach to Continuing Professional Development (CPD) for New Zealand's financial advisers. It provides engaging. practical, and accessible learning opportunities that help advisers stay current and meet ongoing regulatory expectations.
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AML/CFT Training

Our AML/CFT training helps organisations and teams understand their obligations under anti-money laundering and countering financing of terrorism regulations, with a focus on practical application and a strong compliance culture.

Ad hoc Training

We also provide tailored ad hoc training sessions to address specific business needs or emerging compliance challenges. These sessions are flexible and designed to deliver targeted learning when and where it's needed.

Community Building

Connect, collaborate, and learn with like-minded professionals. Join our communities and stay informed through expert conversations.

Advice Communities

A collaborative space for advisers to share insights, solve challenges. and support each other in delivering better outcomes for clients.

Compliance Officer Communities

Connect with compliance professionals to discuss regulatory updates, share best practice, and navigate compliance challenges together.

Podcast: Where to from here

Join our podcast for conversations with industry experts on the issues. trends, and opportunities shaping the future of financial advice.

Find out more. Get in touch today.