Our Courses

Check out our courses below!

Are you 2020’s Advice Ready? – Our school provides practice management courses ranging from 30 minutes to 13 hours in length, delivered by some of the best Practitioner and Industry Coaches in the World.

All courses are CPD assessed and it’s Free to enrol in the school so why not check it out now!

Each course is unique but they all have two things in common – they’re all about helping you get “2020’s Advice Ready” – and are all offered for the same super valuable price!

Option 1
Course Only

Priced at $247

(in AUD incl. of GST)

This option is your entry level, you get access to the Course on it’s own, but no extras or one on one Coaching.  Best suited to the price conscious or DIY’ers who don’t need extras.

Option 2
Course + Toolkit

Priced at $497

(in AUD incl. of GST)

This option is for the Coach that doesn’t want to have to build a bunch of support material, you get access to the Course plus a bunch of templates that you can re-style and edit to suit your own brand.  But no one on one Coaching.  Best suited DIY’ers who need extras – but no Coaching.

Option 3
Course + Toolkit + Coaching Calls

Priced at $747

(in AUD incl. of GST)

This option is for the Coach who wants to hit the ground running!  You get the Course plus the extra and 3 x one on one Virtual Coaching sessions with the Course Creator or their team!  Best suited to those who have specific questions or just value extra Accountability!


By Steve Crawford

Your Spending Coach (YSC) is a course for any Financial Adviser looking to build a Personal Budgeting & Cashflow program for their clients – designed to help them take control of their Spending and Saving.

The program is designed to provide the “Coach” (who could also be a Mortgage Broker or Accountant) with all the tools needed to become your clients “Spending Coach”. In doing so you will help your clients understand how they spend their money and know what a balanced budget looks like for them, identify ways to create a banking solution that supports their spending and savings objectives and stay accountable to their spending and savings goals each week and month.


By Phil Thompson

Everything you need to know about creating videos within your professional services business!

It is designed to guide you through every element of the video creating process and how to implement it into your business processes no matter if you’re a sole practitioner or  a large practice with a dedicated marketing resource.  The course is created by a Financial Adviser so it was built to fit into your day to day processes.   Some of the things you’ll learn from doing this course include  /  Different ways to use video in your business from client testimonials, internal communication to personalized client videos  /  Exactly what equipment you need and for what purpose  /  How to record and edit a video in house  /  How to create engaging content for social media.


By Peita Diamantidis

This course provides you with a step by step guide to to develop your practices in a way that ensures you can remain relevant while also forging your own path forward. You’ll cover techniques that will make small adjustments to the way you work on a day to day basis, in an effort to find that elusive extra time we can then apply to automating some stuff, as well as lay the foundations in your business to ensure any efforts you make to change and grow how you do things actually stick.  Then you’ll learn ways to identify your first renovation project, and how to manage them to ensure you see them right through to successful completion.

Finally it wouldn’t be an automation & innovation program if you didn’t look at how to use apps and programs so you will spend a good amount of time stepping through the different categories of apps you have at your disposal and even profile a handful of the better performers in each category.


By Stewart Bell

For years advice businesses have achieved valuations that left accountants looking on in envy, but the question now is whether that traditional “stickiness” will endure in a hyper connected world where switching loyalty is no more than a button press or email away.

Add into the mix the ongoing battle with the media, uncertainty around all things financial planning and the entrance of new players into an already under-realised market, and the question is being asked.

Why would you pay ongoing fees to advisers, and what do you get for your money anyway?  Answer all these questions and many more in this course!


All our Webinars are available FREE and On Demand!

Every month we’re delivering LIVE and FREE Webinars for the AM Family… but if you can’t make a live session, don’t worry, because every Webinar is recorded and made available ON DEMAND via our online school.

Join our Movement – to access insights and inspiration from our Advice Leaders!