14.05.2026

Understand the forces reshaping the economics and future of financial advice - including fee pressure, AI-driven disruption, generational wealth transfer and evolving client expectations, and how to position their firm for long-term relevance and growth.

5 hours 55 minutes

Identify and apply practical strategies to deepen client value - drawing on behavioural finance, emotional intelligence and communication techniques to improve client conversations, support better decisions and build lasting trust.

Evaluate how technology and AI are transforming advice firm operations - from intelligent automation and agentic systems to data integration and portfolio construction, and assess how to adopt these tools effectively within their own business.

Build more scalable, resilient and valuable advice firms — by applying insights on pricing, operational design, business structure, succession planning and leadership mindset to support sustainable growth.