Education for what matters, when it counts, with TAL Risk Academy

Keeping pace with change isn’t always easy, especially in an evolving advice landscape.
That’s why our Half-Year Program Course Guide brings together a practical mix of technical learning and forward-looking insights to support you in the months ahead.

With over 75 courses to choose from, the program combines the in-depth technical content you trust, with emerging topics shaping advice and advice businesses today.

Explore sessions across core advice areas like retirement and estate planning, alongside timely topics such as cyber awareness and the changing landscape in general advice.

You’ll also hear from a strong line-up of guest speakers, including leading social analyst Mark McCrindle, and other industry experts. Through our Client Experience webinars, these perspectives bring the client journey to life, sharing adviser stories, practical tips, and insights from those shaping the future of advice.

Ready to get started?

July’s CPD-accredited sessions are now open for registration, designed to help you stay sharp, navigate change, and continue delivering meaningful value to your clients.

Estate Planning for Established & Emerging Clients

Date: 22 July

As Australia navigates the Great Wealth Transfer and regulatory changes, including Division 296, advice is becoming more complex and more valuable. Explore how to deliver more holistic advice by bringing together financial, legal and digital expertise to strengthen client relationships and differentiate your practice.

Modern Australia, Modern Advice: Turning Trends into Advice That Connects

Date: 12 August

Drawing on insights from the Modern Australia Index, Mark McCrindle will unpack the key trends shaping your clients today. Join us to better understand how Australians think about protection, advice and cost of living, and translate this into more relevant advice and smarter business decisions.

Client Experience | Building an Efficient, Client-Friendly Needs Analysis with AI

Date: 30 July

In this 30‑minute session, Grant Millar will share a simpler, more efficient approach to needs analysis, including a real‑time tool to guide cover decisions. See how AI, clear visualisation and smarter assumptions can improve understanding and build client trust.

Professional Year Ethical Dilemmas Workshop

Date: 19 August

This interactive workshop helps you apply the Code of Ethics in real-world advice situations. Work through practical client scenarios to test what’s permitted and build confidence with a clear decision-making framework to support your Professional Year requirements.