Education Hub
Build your capability, your way
You don’t need to join a program to start building your capability.
Access practical workshops, tools, resources and insights designed to help you have better conversations with clients about values, family, purpose and giving.
Explore what you need, when you need it. Start applying it in your client conversations today.
Start where it makes sense for you
Every adviser is at a different stage.
You might be looking to understand the opportunity, build confidence in starting a conversation, develop your technical knowledge or find a practical resource to use with a client.
Our learning and resources are designed so you can access what is most useful to you, without needing to follow a set pathway.
Explore
Workshops & CPD
Build practical capability
Join practical learning experiences designed specifically for professional advisers.
Our workshops combine knowledge with real-world application, helping you build the confidence and skills to recognise opportunities and have better conversations with clients.
1:1 Coaching
Build confidence and put it into practice
Knowing about structured giving is one thing. Having the confidence to raise it with a client and navigate the conversation well is another.
Access complimentary one-on-one coaching to prepare for client conversations, work through real opportunities and build confidence in your approach.
Whether you’re starting out or looking to refine your skills, coaching provides practical support to help you move from knowing to doing.
Tools & Resources
Practical support for better client conversations
Access tools designed to help you put learning into practice. From conversation prompts and client resources to practical guides and frameworks, our resources are designed to make it easier to introduce and navigate conversations about values, purpose and giving.
Research & Insights
Understand what is changing
The expectations of clients, families and the next generation are changing.
Explore Generous You research, articles, case studies and insights examining what those changes mean for professional advisers and the future of advice.
Designed for professional advisers
Financial Advisers
Accountants
Wealth Professionals
Private Bankers
Lawyers
Other trusted advisers
Whether you are just starting to explore these conversations or looking to deepen your existing capability, you can choose the content and support that is most relevant to you.
Our learning and resources are developed for professionals working directly with clients and families, including:
Not sure where to start?
Discover where you are today
Our Advice Opportunity Index provides a simple way to understand your current confidence and capability across the key areas involved in conversations about values, purpose and giving.
Complete the Index to receive a personalised profile that helps you identify where to focus next.
