Education and training resources

At Pathway, we believe that the ongoing education of financial advisers is an essential part of running a successful business. We partner with several education providers to help dealer groups and advice businesses manage the training requirements of their staff giving them access to the training they need.

Our education and training solutions are brought to you by Kaplan and Monarch and managed by the Pathway team.

Kaplan

  • Kaplan Ontrack –  an online platform delivering the content and system to manage your business’ ongoing CPD responsibilities
  • Kaplan TASA compliance courses – education materials for financial advisers who provide tax (financial) advice services
  • Kaplan KUDOS – a diagnostic tool for identifying technical expertise gaps for advisers

Learn more about Kaplan

Monarch

  • Diploma of Financial Planning (RG146 compliant)
  • Advanced Diploma of Financial planning
  • Tax (financial) adviser course

Learn more about Monarch