Programs

Explore the structured pathways designed to help advice businesses develop capability across different roles and stages of progression.

Industry partners:

Two pathways for building capability in your team

The Adviser Academy offers two structured programs designed to support different stages of development within advice businesses.


Whether you are onboarding new team members, strengthening technical capability, or supporting progression toward adviser roles, each pathway provides a clearer structure for development.

Compare Pathways

Foundation Program

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Best suited to

Team members at the beginning of their development journey, including graduates, associates, paraplanners, support staff, and professionals already working in advice who need stronger foundations.

Designed to support

• Onboarding and early-stage development

• Technical foundations

• Advice process understanding

• Confidence and capability building

Ideal for firms wanting to

Create a stronger baseline of knowledge and capability across junior or developing team members.

Comprehensive Program

A person in a green shirt sits at a wooden table with a large stack of books covering their head and face.

Best suited to

Developing team members progressing toward greater responsibility, including those moving through the Professional Year pathway or preparing for adviser-level capability.

Designed to support

• Deeper technical development

• Structured progression

• Broader advice capability

• Readiness for greater client and adviser responsibility

Ideal for firms wanting to

Build a stronger internal pathway for future advisers and key developing team members.

Which pathway fits your team?

Choose Foundation if your business is looking to:

  • onboard new team members more effectively
  • strengthen capability across associate and support roles
  • build stronger technical foundations
  • create consistency in early-stage development


Choose Comprehensive if your business is looking to:

  • support team members progressing toward adviser roles
  • provide more structure around development
  • strengthen Professional Year support
  • build a clearer long-term capability pathway


Industry partners

The Adviser Academy is supported by a growing network of industry partners whose involvement helps keep our programs practical, relevant, and connected to the real world of advice.

Designed for advice businesses

Both programs are delivered online through structured learning and clear progression pathways, making it easier for advice businesses to support development without having to build the full framework internally.


This gives firms a more practical and consistent way to develop people across their team while maintaining their own internal mentoring and leadership.

Not sure which pathway fits best?

We can help you identify the right option based on your team structure, development goals, and where your people are in their progression.

What our members say

A smiling person wearing a white collared shirt and dark blue blazer, positioned against a light wood-paneled wall.

The mentorship at The Adviser Academy was the cornerstone of my Professional Year. From the technical rigour of maintaining my logbook and preparing for audits to the pressure of the Financial Adviser Exam, Fei and Brayden provided the perfect balance of guidance and resources. Beyond the technical requirements, they truly excelled in coaching me using real-world experiences to ensure I could confidently navigate the client journey while fulfilling my best interest duties.

Daniel Waters

A smiling person wearing a dark sleeveless top and jewelry stands against a light wood-paneled wall.

The Adviser Academy was a great stepping stone for my career arming me with the information, resources, and practical knowledge to step into becoming a financial adviser on my own. Fei and Brayden are truly great teachers planning out each session, ensuring all learnings are practical, informative and effective in helping you excel in your job. The learnings from this Academy helped ensure I could become a successful adviser from day one which I would be forever grateful.

Luke McNamara 

A person in a black suit and light blue collared shirt stands with hands in pockets against a wood-paneled wall.

What I found most valuable about the Academy was the structured yet supportive approach to learning. The program didn’t just focus on technical knowledge and compliance, but on how to think like an adviser, understanding client needs, applying advice in real world scenarios, and building confidence in decision making.

Shreya Chindarkar