Lumiant Launches The Academy to Help Upskill the Industry in Values-Based Advice
New Lumiant Academy aims to provide advisors with CPD-accredited courses focused on delivering extraordinary values-based client experiences.
The Lumiant Academy is an educational initiative aimed at upskilling advisors in values-based advice. By providing comprehensive CPD-accredited courses, the Academy empowers advisors to create extraordinary client experiences centred around their clients' lives, values, and finances.
In today's rapidly evolving financial landscape, advisors must go beyond traditional transactional, product, or performance-based advice and embrace a genuinely client-centric approach. The Lumiant Academy fills this critical need by offering training that equips advisors with the tools and knowledge to create engaging experiences, build trusted relationships, and drive positive client outcomes. By elevating emotional intelligence and helping advisors connect authentically with their clients, the Academy also opens the door to additional growth opportunities and increased revenue.
“"Lumiant has what is needed to shift the financial planning process to human-first." — Ross, Academy Graduate”
The Lumiant Academy is available to all financial professionals in Australia and the United States.
The First Course: The Lumiant Advice Experience
The first course available in the Academy — The Lumiant Advice Experience — sets the foundations for financial advisors to create a values-based advice experience, based on Lumiant's best-practice advice process.
The course has been accredited for seven hours of continuing professional development by the Financial Advice Association Australia (FAAA), and three hours of continuous education by the Certified Financial Planner Board of Standards in America.
Sue Viskovic, CEO of Elixir Consulting and board member of Lumiant, reviewed the training portal and had this to say:
“"The Lumiant Advice Experience is a phenomenal course that will help to continue to advance the financial advice industry in Australia. No longer will advisors need to 'wing it' or rely on guesswork when connecting and engaging clients around their values. They now have a process they can follow that brings to life what clients want to achieve through an elevated client experience that truly guides clients to live their best lives."”
The course has been developed using adult learning principles — filled with real-world examples, opportunities for self-guided practice, and practical takeaways that advisors can implement immediately in their practice.
Why the Academy Matters
Lumiant's co-founder Chris Dadej believes the Academy is essential in helping advisors make the most effective use of their technology stack.
“"It is not technology that will define your advice process and experience — it's just an enabler that should support your team in creating their ideal advice experience. The Academy acknowledges this fact. It has been designed to help advisors and their firms define their client experience and appropriately determine what tech is needed at what step.
At the end of the day, we want the whole industry to flourish so that more people around the world are empowered to live their best possible lives. But to do that, we need to support as many advisors as possible in attaining skills that can't be delivered through technology alone."”
With plenty of training resources already available for technical learning, the Lumiant Academy aims to fill a different gap — helping advisors hone their emotional intelligence and communication skills to have deeper conversations with clients. These are skills often acquired through experience and passed down by principal advisors, who have less and less time to train the next generation.
Built for the Transition to Values-Based Advice
The Lumiant Academy was developed by Lumiant's Head of Product and host of Lumiant Live, Mark Akeroyd, and his team — who see it as a critical tool for helping advisors transition more swiftly to client-centric value propositions.
“"Transitioning from a traditional advice process to a values-based approach is hard. It's hard to know where to start and how to apply these principles to elevate your proposition from delivering services to creating experiences. We wanted to offer advisors real practical examples that help them take the first steps in transforming their client value proposition.
That's why we've championed guides and videos that exemplify the conversation, behavioural, and soft skills required to create extraordinary advice experiences. Through our self-paced learning platform, we hope we can also lighten some of the load on principal advisors in passing on their wealth of learned experience in a systemised way."”
Ready to enroll? Lumiant customers can access the Academy via single sign-on through the Lumiant platform, or register directly at lumiant.io.