02 8752 3872 [email protected]

Practice Managers Training Program – Balance


SKU: EPMTP-1-1 Category:


Next intake: 14th May 2024

The Practice Managers Training program is designed for people:

  • wanting to upskill from an administration role to improve and/or take a more senior role
  • currently in a Practice Manager role, looking to improve their skills and effectiveness
  • re-entering the workforce and/or wanting to step up a level in their career

14th May 2024 – Live workshop
Module 1 – Introduction to leading the engine room of an advice business
Self-paced in May
Module 2 – What is a Resilient Advice Business?
21st May 2024 –  Live workshop
Module 3 – Analysing an Advice Business
13th June 2024 –  Live workshop
Module 4 – Building your People and Culture
Self-paced in June
Module 5 – Roles within an Advice Practice
4th July 2024 –  Live workshop
Module 6 – Right People in the Right Roles 
Self-paced in July
Module 7 – Capacity Planning
1st August 2024 –  Live workshop
Module 8 – Managing Tasks & Workflows
22nd August 2024 – Live workshop
Module 9 – Running a compliant and ethical advice firm
Self-paced in August
Module 10 – Facilities & Operational Management, and Module 11 – Change Management
5th September 2024
Module 12 – Wrap-up and where to from here?

Deposit is non-refundable, but transferable to a future course date if notified in writing more than 14 days prior to the start date. Deposit will be forfeited if you cancel within 14 days of the course commencement.
Total amount payable when splitting payment is $2,650.