Launch of Major New Adviser Education Program

0

Zurich has released a significant initiative with the launch of a new adviser education platform called Zone.

Combining the resources contained within both Zurich and OnePath’s respective adviser education programs, the new package is intended to offer advisers a complete digital learning and CPD points service.

Positioned as a free service made available to all advisers, the new platform (branded “_ZONE“) is delivered under five main areas:

  1. Client _ZONE: Learning around client engagement, client retention, other communication and soft skills
  2. Growth _ZONE: Marketing perspectives, process improvements, best practice growth hacks
  3. Inspiration _ZONE: Broader industry conversations, forward thinking, innovation ideas, master classes, webinars etc
  4. My _ZONE: Shaping individual skills and capabilities, personal development, personal brand building, leadership skills development
  5. Technical _ZONE: Developing personal and team technical capabilities across all stages of the financial advice process

The content of the new package is available to be delivered in a digital context, while training will also be offered in face-to-face or group workshops once these activities are again deemed safe to resume.

Zurich notes it is working through the finer details this week but welcomes advisers to jump onto the Zone website (click here) where it can be accessed using a Zurich Adviser Portal login for those who are already registered.