Create your own staff, client or induction training on any topic, or combine with our Development library of ready-made, FPA-accredited topics
From $5/active user
No set-up fees. Monthly subscription based on active users. Unlimited enrolments in our ready-made Development topics
Private, branded portal
Drive engagement with your staff from any location. Use with your clients for value-added education, on-boarding or meeting preparation
Set-up in minutes
Designed for anyone to use, it’s like a ‘training team in a box’. Plenty of 1:1 help to set-up and get started with automated ‘set and forget’ features.
Why do many financial firms overlook staff training?
How often do you want your staff to provide better client service, improve their sales skills, work more efficiently or learn your internal processes? But for many financial services firms…
There’s no training manager or budget
Training focuses on technical issues
New staff receive no induction
Best practices are not captured
Internal standards are not shared
Staff are busy and tired of workshops
Support staff receive no training
Drive business outcomes
The world is changing quickly and firms need to keep their employee skills current in order to be competitive. Too many financial professionals only upskill on technical and compliance topics, but they need commercial and personal skills too!
Recruit high-quality staff
Large financial services firms promote career pathways, skill development and on-going training. When your smaller firm can offer the same benefits as larger firms, it helps you stay competitive for top talent.
Boost staff morale
Staff in financial services firms work hard. Offering on-going staff training provides a reward for your staff as they develop their professional skills. It fosters a culture of teamwork, innovation and collaboration.
Build business value
As you build staff training, you are capturing the processes which make your firm a success. This makes your firm more valuable to potential buyers as they know the important knowledge is captured within the firm and readily transferable.
Use Our Content
Use our Development and Compliance libraries give you an instant CPD-ready training library in your branding.
Create Your Content
Capture your internal processes, induction, documents and other valuable training using our simple, guided processes.
Your firm receives its own branded, secure and private training portal. Use it with staff but also with your clients.
Your staff access modern, interactive online training 24/7 from any location. Engage clients in on-boarding, education or technical training.
Automated reminders, notifications, enrolment rules, CPD, reporting and more. You don’t need a training manager at all!
No set-up fees. Live chat support from Australia. Introductory guided tours. Free ‘Getting started’ training and more.
Tribal Habits can provide staff training options way beyond another boring technical CPD session. You can finally train support staff, standardise internal processes and drive client service skills.
It’s so easy to capture knowledge and expertise with Tribal Habits that anyone can do it. If you are spending hours making PowerPoint slides, you could spend less time making a fully interactive training topic in Tribal Habits.
With Tribal Habits, you can create a completely automated series of customised staff induction training topics available 24/7 to any new staff. Combine your own topics on firm values and policies, with existing Tribal Habits topics on sales and customer service.
Tribal Habits lets any financial services firm provide staff training, upskilling and knowledge sharing at the same level as a national business. There’s really no excuse not to have your own staff training portal.
Tribal Habits library of existing topics gives you instant, branded and high-quality training in seconds. Tribal Habits can even transform your existing training slides and PDFs if you are really pressed for time!
For the same effort as creating PowerPoint slides or a PDF document, you can create an interactive training topic. Your staff actually learn more, you can track and measure outcomes and its simple to update. It’s far more secure than a random document too.
Our advisers want more than just another OnTrack technical briefing or boring PD conference sessions. Tribal Habits’ topics help with personal and commercial skills, while still providing CPD.
Our Development topics FPA-accredited. Our Compliance topics are reviewed by Australian lawyers and SMEs. All topics – even those you create – have built-in reporting and certificates with automated calculation of CPD hours.
From $5 per monthly user. No other fees.
That’s right. Our plans start at just $5 per month for access to our FPA-accredited Development library. Pay monthly for actual users that month (with just a minimum of five monthly users). Beautiful, branded, automated training designed for professionals including on-the-job activities and reporting. Optionally add plans to create your own training or also add our Compliance library.