Build practical skills for a career in investment advice

SIAA’s DART (Developing Adviser Resource Toolkit), is an AI powered professional development platform designed to help Professional Year candidates, developing advisers, emerging professionals and people transitioning into investment advice build the practical skills, confidence and professional judgement needed to succeed.

Developed by SIAA in consultation with compliance leaders, training managers and heads of advice, DART is designed to complement workplace learning and bridge the gap between theory and practice.

DART gives participants opportunities to apply their knowledge, test their thinking and build capability through focused learning videos, practical resources, ethical scenarios and realistic adviser practice simulations.

Practical development across key areas

DART supports participants to strengthen their skills across:

  • Client communication, discovery and relationship management
  • Ethical decision making and professional judgement
  • Compliance, governance and effective record keeping
  • Advice strategy, document preparation and high quality client files
  • Business development, networking and referral relationships
  • Time management, reflection and ongoing professional development
Practise in a safe learning environment

DART includes interactive AI practice tools that allow participants to develop and test their skills in realistic professional scenarios.

Participants can work through complex ethical dilemmas, practise fact finding and client conversations, develop a client strategy and receive immediate, structured feedback. Detailed transcripts can also be shared with supervisors to support workplace learning and provide evidence of development.

DART combines practical application, interactive technology and structured feedback to create a more personalised and engaging approach to adviser development. It helps participants refine their skills, build confidence and prepare for the situations they may face when working with clients.

DART is available to SIAA members and affiliates through an annual subscription. Access is for 18 months.

If you are not a SIAA member, you will need to join. Refer to our membership pages or call our office to discuss the appropriate membership category for you.

  • Learn smarter
  • Practise with purpose
  • Advise with confidence
CPD

Eligible activities completed through DART can contribute towards CPD requirements.

DART fees

Enrolment price …………….. $175 per person
Enrolments 5 – 9 …………… $160 per person
Enrolments 10+ …………….. $145 per person 

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To enrol 5 or more
contact SIAA on 02 8080 3200 or
email [email protected]

Enrolment enquiries