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Deliver your own tutorials and training assessments, badge our hundreds of tutorials or just use them

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PRACTICE DEVELOPMENT PROGRAM: HOW TO USE PDP

Choose what you want to learn or do an online assessment and we'll tell you where to begin

Learn from our tutorials, build your own tutorials, keep the knowledge or share the knowledge, it's simple.

Choose Practice Development Learning or Financial Planning Learning

tutorial choice

Get started by completing a free diagnostic assessment of your business. This will identify strengths, weaknesses, opportunities and threats to define where solutions are most necessary today to improve your business.

tutorial choice

The Financial Planning Practice Development Program is designed to teach you how to build and grow a successful business. It is designed to let you focus on what you need to do, when you need to do it. It provides you with knowledge, examples of how the knowledge may be applied within your practice and templates to assist you in the application of what you are learning.

In short, it will teach you how to run your business well.

Begin Teaching others or Learning yourself. It's that simple.

Online (e)learning

Tutorials have been created to be accessible by everyone, so trainers can use them with trainees or individuals may access them directly.

Learners can apply a structured or unstructured approach. Using a structured approach means engaging a business coach. And unstructured approach means choosing to learn at your leisure without a business coach.