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professional year program

Support for licensees seeking to deliver a consistent and well-evidenced Professional Year (PY) experience — with structure, documentation, and check-ins that make supervision easier.

Ideal for

• Licensees onboarding new entrants or expanding adviser capacity

• Supervisors wanting a clearer cadence and better records

• Businesses seeking consistency across practices and supervisors

WHAT WE REVIEW

Depending on what you need, we can:

• Review your current PY approach against expectations and good practice

• Establish a clear supervision cadence (check-ins, observation, feedback)

• Provide templates for plans, tracking, meeting notes and evidence packs

• Help supervisors understand what to document and when

• Create a simple workflow so PY is “built into BAU”

WHAT YOU WILL RECEIVE

• A workable PY program structure and timetable

• Templates that reduce admin time and improve consistency

• Clear recordkeeping expectations and evidence checklist

• Optional supervisor coaching session

TYPICAL TIMING

• 1–3 weeks to set up or uplift, depending on how much already exists

Optional add-ons

• Periodic program check-ins (e.g., quarterly)

• Targeted file review support for PY participants

• Supervisor toolbox refresh (templates + short training)