Strategic Outsource Solutions can provide a range of education and training options specifically designed for individuals or groups.

We offer:

  • Professional Development Day Presentations
  • Responsible Manager Training
  • TASA Training
  • Practice Management – business operations
  • Hands on process to create an SOA: How and what needs to be done
  • Practical Paraplanning Training
  • Compliance training
  • CVP Workshops (Client Value Proposition)
  • Soft Skills packages
  • Strategy Workshops
  • Technical training: SMSF, all ADFS subjects and RG146
  • Leadership and mentoring programs for Practice Managers.

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We anticipate and respond to industry developments, particularly in the regulatory environment .

With financial services regulations ever changing, we assist professionals to remain current and compliant.