Training and Competencies

The key to building strong relationships is having an advisory workforce that are experts in their fields, while also ensuring a process exists to maintain the standard. As part of our professional standards audit, or as a specific testing request for new or existing advisory staff, Guideway can identify training and compliance needs.

Our testing focuses on assessing and developing the following competencies:

  • Adviser ‘soft’ skills,
  • Strategic understanding of each product authority of your AFSL or representative authorisation,
  • Adviser business development coaching,
  • Strategy development,
  • Sales aptitude, and
  • Technical knowledge.