Your pathway to professional excellence
The Professional Year is an exciting career milestone, but it can be challenging to find quality structured training that goes beyond box-ticking to help you become an even better adviser. We can help. Here, you’ll find training that supports critical thinking around advice strategies and ethics, and new approaches to client conversations.
Master the human side of advice
Discover proven strategies from soft-skills expert Kylie Denton to build stronger, more meaningful client relationships.
This guide explores how emotional intelligence and questioning techniques can strengthen trust, uncover what matters most to clients, and support more personalised advice conversations that leave a lasting impact.
Education and training
Watch our webinar recordings and receive CPD points by completing a short quiz.
Helping clients understand your advice
Fundamentals Part 2: Building trust through higher ethical standards
Fundamentals Part 1: Introduction to Ethics
Challenging our moral compass
Ethics and AI
Ethics and pricing
How Link Wealth cracked the PY code
What if the Professional Year wasn't just a requirement, but a competitive advantage?
Hear how Link Wealth Director Steve Sloane and Senior Adviser Billy Norman embedded the Professional Year into their business model, turning the PY into a successful pipeline of home-grown talent and creating a clear pathway for developing advisers who fuel their business growth objectives.
Resources
Handy links
Visit FASEA’s Trove website for guidance on logbook and certificate templates, review ASIC’s PY Guidance and schedule your adviser exam.
Client-friendly tools
Fact sheets and conversation aids to help you master the basics and explain complex strategies in client-friendly ways.
AI for advice
Training videos with real advice examples to help you get more from AI. Build your knowledge, confidence and capability.
We're here to help
Get in touch
For adviser services contact us 8:30am - 6pm (Sydney time) Monday to Friday.
FirstTech: 9am - 5:30pm Monday to Friday.
Adviser use only
Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statements (PDSs), Investor Directed Portfolio Service Guides (IDPS Guides) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36. Past performance or awards are no indication of future performance.