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What can B2P Mentoring do for me?

B2P Mentoring provides support to financial advisers by helping to bridge the gap between formal training and commercial application of skills.

B2P Mentoring has a range of key programs to help both new and existing financial advisers:

Mortgage Broker ProgramsFor Mortgage Brokers the main program is Broker2Planner.
Broker2Planner Program Transitions Mortgage Brokers to Financial Planners.
Accountant ProgramsAll the options that are available for Accountants and a breif description of each.
Full AuthorisationAccountant2Planner Program to transition Accountants to Financial Planners
Limited AuthorisationCurrently Under Construction
Existing Financial Planner ProgramsWhat can B2P Mentoring offer existing financial advisers? A brief explanation of the existing financial planner programs
Accelerated Familiarisation To transition experienced advisers to HNW Planning from another licensee
Business MainenanceThe default program for the maintenance of a compliant and commercially successful business
Business Improvement Designed to take an existing and successful financial planning business to consistently higher levels to optimise its commercial outcome