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Training & Financial Education

Building knowledge, confidence and financial capability.

Apexium provides practical training and financial education programmes designed to strengthen knowledge, improve decision-making and support better financial outcomes for individuals, employees, trustees and organisations.

Knowledge that supports better financial decisions.

Financial decisions increasingly require individuals and organisations to understand changing financial environments, retirement arrangements, investments, benefits and broader financial responsibilities.

Apexium's training programmes are designed to translate financial concepts into practical knowledge that participants can understand and apply.

Programmes can be structured for organisations, employee groups, trustees, members, retirees, professionals and other groups according to their specific requirements.

Tailored learning Training programmes can be discussed and structured around the objectives, participants and requirements of each organisation.

Training designed around real financial needs.

Explore our core training and education programmes. Organisations can also request a customised programme based on their requirements.

01

Trustee Training

Training designed to strengthen trustee understanding of governance, fiduciary responsibilities, retirement benefits, investment considerations and effective scheme oversight.

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02

Pre-retirement Training

Practical preparation for employees approaching retirement, covering retirement planning, financial preparedness and important considerations before leaving employment.

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03

Retirement Benefits Management Consulting

Support and knowledge programmes covering retirement benefits arrangements, member understanding, administration considerations and effective management of retirement benefit programmes.

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04

Outplacement Training

Practical support for employees going through employment transition, with emphasis on financial preparedness, planning and navigating the next stage of their careers.

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05

Change Management Training

Training designed to help organisations and employees understand, prepare for and respond constructively to organisational and workplace change.

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06

Member Education Training

Educational programmes that help members understand their benefits, responsibilities, financial options and the role of effective financial planning.

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07

Financial Literacy Programmes

Practical financial education covering areas such as budgeting, saving, financial planning, debt awareness, investments and responsible financial decision-making.

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Training that connects knowledge to action.

Effective financial education should provide participants with knowledge they can use beyond the training room.

Apexium programmes can be structured around the specific audience, objectives and financial issues relevant to the organisation or participants.

Practical Focus on real financial situations and practical decision-making.
Participant Focused Content can be adapted to the knowledge level and needs of the participants.
Organisation Specific Programmes can be structured around an organisation's objectives and workforce.
Long-Term Value The objective is to build knowledge that participants can continue applying after training.

From your requirement to a structured programme.

Requesting training is simple. Tell us what you need and our team can discuss the appropriate programme, participants and requirements with you.

01

Submit Request

Tell us about the training programme you are interested in and provide your organisation and participant details.

02

Discuss Requirements

Our team reviews your request and contacts you to understand your objectives and requirements.

03

Structure Programme

The training programme can then be structured around the audience, objectives and preferred arrangements.

04

Schedule Training

Once arrangements are agreed, the training programme can be scheduled with the organisation.

Tell us what your organisation needs.

Complete the form below and submit your training request. Our team will review the information and contact you to discuss the next steps.

What happens after you submit? Your request will be recorded securely and reviewed by the Apexium team. We will contact you to discuss your requirements, programme structure, participants and scheduling.

Have a specific training requirement?

We can discuss your organisation's objectives and explore how an appropriate training or financial education programme can be structured.

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Let's build your financial future.

Speak with our team about your pension, investment, trust, insurance or advisory needs.

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