TAL launches new PY management platform

Yasmine Raso

Senior Journalist, Financial Newswire

10 November 2022

Australian life insurer, TAL, has announced the launch of its new platform, Professional Year (PY) Manager, designed to help users keep track of and manage their Professional Year requirements.

Created by TAL’s Risk Academy team in collaboration with several licensees, the platform will assist licensees, advisers and new entrants to review their PY details and achievements.

The digital tool will also allow users to easily track their work hours and the progress of activities or create learning plans with industry-level courses. Supervisors can view a full summary of hours and activities completed, sort them by type or regulation area and use the simple sign-off feature. Licensees can access a full overview of their candidates and supervisors, as well as easily track their requirements.

“The Professional Year can be daunting for many, and TAL is continually looking for opportunities to help streamline this process, and support candidates, supervisors, and licensees throughout this important year,” Jason Bamford, TAL National Sales Development Manager, said.

“By providing a simple way to keep track of all the Professional Year requirements, courses and progress in one place through a digital hub, PY Manager can further support the professional development of advisers.

“The launch of PY Manager complements our investment into supporting existing advisers and also helping more advisers join the industry.”

The platform builds on TAL Risk Academy’s existing offering of courses to supported training of Professional Year requirements, focusing on strategy, skills and ethical dilemmas to help advisers navigate their Professional Year or guide a Professional Year candidate.