Practice Manager Training Course Program Schedule February 2024

THE EMERGING PRACTICE MANAGER TRAINING PROGRAM – PROGRAM SCHEDULE

The program schedule is provided as an overview, with module, module facilitator, relevant dates, as well as module delivery format.

Module 1 – Introduction to leading the engine room of an advice business.
Facilitated by Sue Viskovic | Live online workshop – 2nd August 2023 includes self-paced learning
Module 2 – What is a Resilient Advice Business?
Self-paced learning through August
Module 3 – Analysing an advice business.
Facilitated by Lana Clark | Live online workshop – 23rd August 2023 includes self-paced learning
Module 4 – Building your People and Culture
Facilitated by Graham Burnard | Live online workshop – 13th September 2023 includes self-paced learning
Module 5 – Roles within an advice practice.
Self-paced learning through September
Module 6 – Right people in the right roles.
Facilitated by Lana Clark | Live online workshop – 4th October 2023 includes self-paced learning
Module 7 – Capacity Planning.
Self-paced learning through October
Module 8 – Managing tasks & workflows.
Facilitated by Lana Clark | Live online workshop – 25th October 2023 includes self-paced learning
Module 9 – Running a compliant and ethical advice firm.
Facilitated by Sue Viskovic | Live online workshop – 15th November 2023 includes self-paced learning
Module 10 – Facilities and operational management.
Self-paced learning through November
Module 11 – Managing Change.
Self-paced learning through November
Module 12 – Where to from here?
Facilitated by Sue Viskovic | Live online workshop – 6th December 2023 includes self-paced learning

Course close – 31st December 2023

Meet the Coaches

Some of the most experienced and enthusiastic coaches you’ll ever engage, the Elixir business coaches have a wealth of knowledge about what works in advisory businesses and have proven track records for helping their clients achieve greater success.