Keep learning for the better with TAL Risk Academy

We’ve launched our new program course guide for the second half of 2024, with some information-packed content you won’t want to miss.

We’re already halfway through 2024 and it’s been a productive year so far. Our second instalment of TAL Ethics Month in May saw an impressive 3,118 enrolments with a total of 1,058 CPD hours earned and some excellent feedback. We’re thrilled that this initiative has been widely embraced, helping you achieve your Professionalism and Ethics CPD.

Hear what advisers said about Ethics Month:

“Keep these topics coming. Absolutely essential for advisers to attend these sessions.”

“Well done! Excellent presentation, discussion and examples.”

TRA graphic ethics month in review 

For the remainder of the year, we have more relevant and topical courses designed to enhance your knowledge and create better outcomes for your clients and your business. Continue your learning journey with TAL Risk Academy and elevate your expertise.

Assemble your practice: Navigating the new regulatory landscape

Guest speaker Ben Marshan, Principal of Ben Marshan Consulting, will host a webinar on Wednesday 17 July, focusing on the ever-changing regulatory landscape. Ben will look at opportunities presented by the Quality of Advice Review (QAR) and how this may impact your financial and risk advice practice.

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Business Succession for Professionals

Join Scott Hoger and David Glen from the TAL Tech Team on Wednesday 31 July as they consider business succession planning for professional clients. This session will equip you with a practical approach to creating a plan, including identifying and mitigating risks, and estimating potential financial losses.

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TPD: In the Real World

On Wednesday 28 August, we’ll explore the issues that have arisen in Total and Permanent Disability (TPD) coverage due to the evolution of societal, medical and economic landscapes. We’ll look at adverse customer impacts and provide design and advice considerations to help you navigate this.  

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Professional Year Structured Learning
Our ethical dilemmas workshop on Tuesday 23 July will use real-life client scenarios to develop your knowledge around the subject and equip you with a practical framework for dealing with these situations.

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Plus, take advantage of a variety of structured training to help kick-start your career, including our Client Conversations workshop, Risk Advice and Strategy workshop and Financial Adviser Exam Masterclass.

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The full Risk Academy program
Keep an eye out for our upcoming sessions for the rest of 2024, including our in-person Masterclass (running nationally) focused on business succession planning, packed with real-world examples and practical tools. We’ll also be exploring the new technology revolutionising your processes and financial advice. In October, we’ll explore strategies for fostering mental wellness in the workplace.

View the full program


Working with TAL

Our education stream, Working with TAL, focuses specifically on the training you’ve told us you wanted about our products and processes. The courses are available alongside TAL Risk Academy’s core, CPD-accredited courses – all of which remain completely brand and product-neutral.

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