Build in-house SoA capability without adding risk
Safely train experienced offshore staff to produce compliant Statements of Advice under clear structure and controls.
Most advice businesses don’t struggle because they lack clients. They struggle because Statements of Advice become the bottleneck. Drafts take longer. Reviews pile up. Advisers end up rewriting sections themselves. This program is designed to remove that pressure without compromising compliance.
What Makes This Course Different
Compliance - first design
Section - by - section SOA walkthroughs
Real - world case studies
Hands - on modelling practice
Ongoing coaching and feedback
This course does not replace professional judgement.
FP Paraplanning Course
The FP Paraplanning Course is a structured, practical training program that takes experienced Financial Planning admin staff and trains them to support paraplanning properly.
What This Program Actually Does
This program builds reliable in-house SoA capability by training offshore staff to produce compliant draft Statements of Advice under defined controls.
Your offshore staff member learns how to:
5
months part-time
What This Means for Your Business
Firm using this pathway typically see :
- Faster SoA turnaround
- Less adviser rework
- Clearer internal workflows
- Stronger technical capability within the team
- Reduced reliance on senior advisers for drafting and corrections
Instead of advisers completing first-pass SoAs, offshore staff handle structured preparation, allowing advisers to focus where their judgement adds the most value.
Who this Course for & How the Training Works
Who This Course For
This program is designed for :
- Offshore staff members with at least 12 months of Financial Planning industry experience
- Admin team members ready to move into paraplanning support
- Advice businesses looking to build internal SoA capability
If your offshore staff member is still learning basic Financial Planning concepts, this program may be premature.
How The Training Works
- Part-time over 5 months
- Around 2 hours per day
- Mix of self-paced learning, structured check-ins, and practical SoA work
- Library of practice scenarios with increasing complexity
- Coaches review practice SoAs and provide detailed feedback
Note: Coaches review practice SoAs from our scenario library. Live client SoAs are not vetted by the training team. Training is designed to fit around existing workloads while still building real capability.
Course Details
- Start Date : 16 March 2026
- Duration : 5 months (part-time)
- Time commitment : Approximately 2 hours per day
Course Investment
INVESTMENT
Academy Staff : Complimentary
Non-Academy Staff : $4,800 + GST
Pay up front or $400 + GST per month (12months)
Includes all training sessions, coaching, and practice SoA reviews.
Intakes are capped to maintain coaching quality.
Ready to Enrol?
If SoA throughput or adviser capacity is currently slowing you down, this program is designed to address exactly that. Register your offshore staff members below.