Adviser Pathways Program Information

Phase 1

Length - 6 months (average)

What you’ll be doing

As part of our customer engagement team, you’ll be talking to real AMP customers on the phone – providing them with general advice on various services and offers that could help them navigate their finances better. You’ll receive training, mentoring and coaching to help you build your skills and capabilities.

What you'll be learning

  • Building rapport with customers
  • Working as part of a team
  • Enhancing your verbal communication skills
  • Engaging with customers in a compliant and ethical manner
  • Building on your financial services knowledge

Phase 2:

Length - 6 weeks

What you’ll be doing

During this time, we’ll be setting you up for success for the next stage of the Program. You’ll take part in 6 weeks of blended learning via the AMP Adviser Academy and Griffith University.

What you’ll be learning

Financial planning skills

Subject areas include:

  • Client engagement skills
  • Advice compliance including Best interest duty and other regulatory obligations
  • Psychology of advice
  • Technical & Strategies
  • Financial planning tools
  • Advice process and systems

You will need to pass this phase in order to progress to Phase 3

Phase 3:

Length - 12–18 months (average)

What you’ll be doing

Your ‘Professional Year’ begins. You will receive your Representative status meaning you are now licensed to provide personal financial advice. You’ll be part of the phone-based team, delivering scoped and comprehensive advice to AMP clients. You’ll put into practice the skills learnt in Phases 1 & 2 and help clients to achieve their goals through the strategies and solutions you recommend.

What you’ll be learning

  • Providing quality advice in the best interests of your client
  • Increasing your technical knowledge of financial services including Superannuation and Insurance
  • Identifying areas where Advice could help your client achieve their goals
  • Having fee for service conversations
  • Effective implementation of your clients’ strategies
  • Building on your understanding of behavioural finance
  • Preparing for your first audit

How we’ll support you

  • Through regular live or on-demand education sessions, so you feel equipped to do your job to the highest standard
  • Frequent structured coaching and mentoring, delivered through your line manager and AMP Coach, helping you work on the areas you need to
  • Providing you with the opportunity to regularly connect with your cohort, share experiences and learn from your peers.

Phase 4:

Length - 6–12 months (average)

Once you have completed Phase 3 you’ll have the choice to continue delivering phone-based advice, or move into providing face-to-face advice to clients. This may be as an Associate Adviser within an AMP Advice practice, or one of our advice businesses in the broader AMP advice licensee network. You’ll work with your Manager or AMP Coach to decide the next step in your journey, so that you can achieve your long-term career goals.

Adviser Pathways program pre-requisites:

  • Australian or New Zealand citizen or permanent resident
  • An approved FASEA degree e.g. Bachelor of Commerce (Financial Planning) or Master of Financial Planning

Apply now to the Adviser Pathways program

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