Keep building your skills, and your business, with TAL Risk Academy

We’ve launched our new program course guide for the second half of 2023, with new courses to align with your current and future needs, regardless of where you are at in your advice career.

It was a busy first half of 2023 at TAL Risk Academy, with the launch of our first ever Ethics Month in May, which was well received and had over 1,700 enrolments. We look forward to continuing Ethics Month in 2024 and supporting you to achieve valuable Professionalism and Ethics CPD.

Continue the momentum for the rest of the year with fresh new courses, including an industry-first masterclass, and topical content to help take your know-how even further.

Our industry-first Quality of Advice masterclass

Throughout August, we’re running face-to-face sessions nationally in response to the government’s accepted Quality of Advice recommendations. Our new masterclass, Advice in the Postmodern World, is a unique opportunity to hear from the TAL Technical Team as they examine the recommendations of the Quality of Advice Review and its impacts on advisers. We’ll focus on:

• the reduction of red tape
• reimagining the Statement of Advice form and design
• the provision of risk advice, and the unique difference between risk and other financial planning disciplines.

These national masterclasses have been created in direct response to the accepted recommendations, and are a unique opportunity to get a head-start on the government’s proposed changes.

The Future of Life Insurance with Christine Cupitt

Guest speaker Christine Cupitt, CEO of the Council of Australian Life Insurers (CALI) will host a webinar on 19 July, exploring how to keep life insurance accessible and sustainable for Australians into the future. She’ll also explain how CALI is engaging with life insurance customers, and reveal which industry-wide product feature changes may impact your work as an adviser.

Mental Wellbeing webinar

In September, join our Head of Mental Health, Glenn Baird, and our Mental Health Coordinator, Vaish Harishanker, for our annual RU OK Day webinars. This year, we will be focusing on Mental Wellbeing: Supporting At-Risk Clients, equipping you with the skills to:

• identify signs that your client is at risk
• direct conversations about suicide
• refer a client at heightened risk to an appropriate support service.

Later in the month, we’ll also host a webinar on Identifying and Engaging with Vulnerable Clients using a person-centred approach. We’ll delve into various specialist communication techniques you can use to empower your vulnerable clients, reduce potential for conflict and strengthen relationships.

Ask An Expert Series Continues

Our popular Ask An Expert series continues on the last Wednesday of each month, with fresh and topical content. Join the TAL Technical Team as they answer current questions submitted by advisers. Topics range from SMSFs, death benefits and business insurance to estate planning and much more. It’s a great opportunity to connect and collaborate with your adviser community as our team considers real-life client scenarios.

Professional Year Content

Graduate advisers in their Professional Year can continue to craft a learning program that suits their needs, with four specialised programs available through the Risk Academy. Structured training is designed to help new entrants kick-start their career success and bolster the future of the wider profession.

The full Risk Academy program

Our 2023 featured live courses are designed to help you boost your know-how, wherever you’re at in your advice career. For trusted education and tangible results, explore the full program to discover a range of content to support your journey.