TAL Launches Professional Year Platform

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TAL has announced the launch of PY Manager – a platform designed to help ease the burden for licensees, advisers, and new entrants, by keeping track of all the elements that make up the Professional Year.

Developed by TAL’s Risk Academy team in collaboration with a number of licensees, the PY Manager platform allows users to review and manage their Professional Year requirements, details, and achievements.

The digital platform allows 3 distinct user groups access to information and data regarding their professional year:

  • Professional Year candidates can track their work hours and progress of activity, plan, and log requirements, and create learning plans with industry-aligned courses
  • Supervisors can quickly access a full overview of hours and activity and sort those by type or regulation area, as well as utilise the quick sign off function
  • Licensees are provided with a full picture of their candidates and supervisors, with easy-to-use requirements tracking
TAL’s National Sales Development Manager, Jason Bamford

Jason Bamford, TAL National Sales Development Manager, said “The Professional Year can be daunting for many, and TAL is continually looking for opportunities to help streamline this process, and support candidates, supervisors, and licensees throughout this important year.

“By providing a simple way to keep track of all the Professional Year requirements, courses and progress in one place through a digital hub, PY Manager can further support the professional development of advisers.”

To attend a demonstration of the PY Manager system, licensees and advisers can contact the team at pymanager@tal.com.au.