IOOF Advice Academy

Goals based coaching and business management for financial advice businesses

About our Advice Academy

Our Advice Academy was born from IOOF’s commitment to improve the quality of financial advice for all Australians.

With an aim of providing global best practice, our Advice Academy delivers progressive coaching programs, workshops and business management solutions for financial advice businesses.

Our signature Foundation program is designed for advice businesses looking to enhance their business proposition, increase client value and maximise profitability.

Foundation program benefits

  • One-on-one coaching, delivered by specialist coaches, that focuses on implementing innovative ideas into each advice business.
  • Development of an integrated value-driven model, tailored to each advice business.
  • Integration with Xplan, providing an effective method of systemisation and business management.
  • Clients receive best practice, goals based advice aligned to achieving their financial objectives.

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How to participate

Our program is offered to IOOF licensees and selected independent financial advisers by invitation only.

Alongside our Foundation program, the Advice Academy offers specific business coaching initiatives, stand-alone master classes and bespoke workshops. All addressing the challenges faced by advice businesses through ever-changing technology, legislation and consumer expectations.