Professional Adviser Capability Program

Prepare for the next era of wealth advice

Clients are increasingly looking for more than technical expertise. They want advisers who can help them navigate conversations about values, family, purpose and giving. This allows them to connect those conversations to the decisions they make about their wealth.

Our Professional Adviser Capability Program helps advisers build the confidence, capability and practical skills to have these conversations as a natural part of great advice.

Whether you are looking to build capability across an organisation or develop your own practice as an individual adviser, there is a pathway for you.

Organisations

Individual Advisers

More than a workshop

Knowing what to do is different from being confident enough to actually do it with clients. That is why the Capability Program goes beyond education.

Participants combine practical learning with tools, resources, coaching and ongoing support to help them take what they learn and apply it in real client relationships.

The goal is not simply to know more. It is to change what happens in client conversations.

A practical capability-building journey

The program takes advisers through four stages.

Understand where you are today and where the opportunity lies.
Complete the Giving Conversations Index, identify current capability and confidence and establish the opportunities and goals that matter most.
Includes: Giving Conversations Index / Goals and opportunity discovery / Capability mapping
Build the capability to have better conversations.
Develop practical skills for recognising the moments that matter, opening conversations and confidently exploring what clients want their wealth to achieve. The program includes core learning modules, facilitated workshops and access to practical tools designed specifically for professional advisers.
Includes: CPD accredited learning / Practical workshops / Conversation skill development / Tools and resources
Apply your capability with real clients.
Move from learning into action with ongoing coaching, resources and practical support as you begin introducing these conversations into your client relationships.
Includes: 1:1 Adviser coaching / Client conversation resources / Access to GY Philanthropic Advisers
Make it part of how you deliver great advice.
Review progress, identify what is working and explore opportunities to refine, grow and further embed the capability into your practice or organisation.
Includes: Repeat Giving Conversations Index / Progress review / Next-stage planning

Choose your pathway

Build capability across your organisation
Designed for advice firms, accounting practices, law firms and other professional services organisations wanting to develop capability across a team.
We work with your organisation to understand where you are today, establish the opportunity, build adviser capability and support your people as they begin applying it with clients.
The program can also support organisations wanting to explore how giving-related conversations and services fit within their broader client proposition.
Best suited to organisations that want to:
- Build capability consistently across a team
- Strengthen client conversations and relationships
- Equip advisers with practical tools and ongoing support
- Explore opportunities within their existing client base
- Embed capability into the way the organisation delivers advice
Get the Organisation Program Brochure
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Build your capability alongside other advisers
You don't need your entire organisation to participate.
Individual advisers can join a Generous You cohort and undertake the same capability-building journey alongside advisers from other firms and professions.
You will participate in structured learning, practical application, coaching and peer learning designed to help you put the capability into practice with your own clients.
Best suited to advisers who want to:
- Become more confident having conversations about values, purpose and giving
- Develop practical conversation skills
- Recognise opportunities within existing client relationships
- Learn alongside other professional advisers
- Access ongoing coaching, resources and support
Get the Cohort Program Brochure
DOWNLOAD NOW

The emphasis is practical: helping advisers understand when these conversations are relevant, how to introduce them and what to do when a client wants to explore further.

Built for professional advisers

The Capability Program has been designed for professionals working directly with clients and families.: Financial Advisers, Accountants, Lawyers, Private Bankers, Wealth Professionals and other trusted advisers

Learning is only the beginning

A workshop can introduce an idea.

Building capability requires practice, application and support.

Throughout the program, participants can access a combination of:

CPD learning

Practical education designed specifically for professional advisers.

Tools & resources

Conversation guides, prompts and resources that can be used with real clients.

Peer learning

Learn alongside advisers facing similar opportunities and challenges.

Coaching

Support to prepare for conversations, work through opportunities and build confidence.

Specialist support

Access additional expertise when a client conversation moves beyond your own role or capability.

Ready to build your capability?

Choose the pathway that best suits how you want to engage.

For Organisations

Build capability across your team and embed better conversations into your client experience.

Talk to us about your organisation

ENQUIRE NOW

For Individual Advisers

Join an upcoming cohort and build your capability alongside other professional advisers.

Join an upcoming cohort