Listen to the podcast episodes and complete each quiz to earn CPD hours.

On each podcast page, scroll down to access the quiz: you can complete it online after listening to the podcast. Please contact us on professionaleducation@conexusfinancial.com.au if you have any questions.

Principals in Practice Podcast Series

Professional year programs – nurture and nature

Since the advent of the Professional Year for new entrants to advice, practices have struggled to structure effective programs to foster talent. Despite the inherent challenges, however, some are managing to identify talent and align the education mandate with the job of bringing someone through the system.

Participants: Darren Steinhardt (Infocus managing director) and Kris Martin (KDM Financial Planning managing partner)

Facilitator: Tahn Sharpe, editor, Professional Planner

Length: 30min

Take the QUIZ to earn your CPD points

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Question 1
* 21 years ago when Kris started in advice, what was missing from the learning process?
Question 2
* At Infocus, Darren says he always wanted to not only grow, but…?
Question 3
* It’s lonely doing the education program, Darren says. To combat this, what has he tried to foster?
Question 4
* What university is Kris and his business partner visiting to meet with students?

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    We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.

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