Training

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ASTUTE TRAINING ACADEMY


Training - Free of Charge

1.     Online video tutorials.
These are found in the Training Room and are free for you to access as many times as you like once you are an AstuteWheel subscriber.

2.     Online Case Studies.
These are in the Case Studies area and are also free for you to use. Once completed send us your File Note Outputs and we’ll send you a model solution for comparison.

3.     Regular Webinars.
We run regular webinars for people interested in the AstuteWheel and many of our existing users also join these webinars for refresher training.  Simply complete your details and select a date that suits and Hans will be in touch to make arrangements. The webinar dates can be found at www.astutewheel.com.au/enquire-now

4.    User Forums.
Twice a year in the main capital cities we run User Forums where you can get together with other AstuteWheel users to participate in a training session. We will also share ideas and strategies that are working well. The Forum will give you the opportunity to see practically how other users are using the AstuteWheel and the results that they are getting (and how they are getting them); ask us any questions you may have; and we will also demonstrate what is working really well. Usually March and October.



Training - At a Cost

Astute Adviser Course (1 Day Training Workshop provided by iCommunicate with 12 CPD Points).
Astute conversations lead to better outcomes for you and your clients. This training course shows Advisers how best to engage in valuable Conversations with your prospect / client and show the value of applicable strategies using the various AstuteWheel tools. Attend this course to improve your ability to demonstrate the value of your advice to your clients; and create a shorter and more successful sales cycle and therefore improve your profit.

Estate Planning Course (1 Day Training Workshop).
Brush up your Estate Planning skills and get the best out of Astute Estate Planning module. We have partnered with Lawyers that are Estate Planning Specialists to provide Estate Planning training to Astute Estate Planner users.