Roger Patterson provides the coaching and leadership facilitation expertise needed to provide Blue Path's range of training and coaching solutions. He is accredited to administer the MBTI. He has conducted over 100 MBTI workshops for groups ranging in size from six to 80 participants. Roger enjoys engaging audiences through discussions of case studies and socratic enquiry. He holds a Masters degree in Applied Social Science with Distinction.
Leadership coaching and workshops
Need leadership group workshops or one on one coaching based on Myers Briggs Type? CPD required in ethics or regulatory compliance for your staff? We have the program for you.
Blue Path offers courses tailored for your organisation's development outcomes. Our facilitator and coach, Roger Patterson is an accredited administrator of the MBTI with experience over 15 years training professionals and managers across a range of industries to apply to develop their effectiveness. An accomplished facilitator with a supportive, friendly approach, Roger trained under recognised MBTI international expert Dr Jean M Kummerow. A former corporate training director (and lawyer before that) Roger has a Masters of Applied Social Science (Management) with Distinction. He enjoys supporting others in their learning and development.
The ground continues to change for job roles. Obligations to clients have changed in significant ways. New laws and ethical standards have been introduced. New roles present challenges.
Training and development is required in making the best managerial and leadership choices.
One on one leadership coaching and group teamwork workshops through Myers – Briggs type can aid performance and development in significant ways.
What do MBTI leadership coaching and group workshops offer?
Develop leadership through Myers - Briggs Type
Improve teamwork through Myers - Briggs Type group workshops
Improve staff attitude and understanding, conflict resolution and decision-making
Financial Adviser Exam assistance: Make the legal and ethical obligations part of your professional DNA.
Accredited for 6.75 Hours Continuing Professional Development by the Financial Planning Association of Australia: Regulatory compliance & consumer protection (2.5hrs) Professionalism & ethics (3.5hrs) Technical competence (0.75hr). See Testimonials page for attendee comments and feedback ratings.
Announcements
Blue Path Financial Adviser Exam preparation support
Blue Path provides one on one individual tutoring to assist individual advisers to pass the FASEA exam.
Our approach emphasises the fundamental legal concepts. With clarity on these the curriculum falls into place. We are proven highly successful as confirmed by the testimonials page on our website. We have helped many advisers who have failed the exam to get over the line in the past two (2022) exam sittings, with 100% success rate.
1. One on one individual tutoring.
Conducted on Google Meet. Cost $1500 for 3 x 1 hour sessions.
Covers: Review of FASEA curriculum, selected parts of the Blue Path FASEA Exam preparation course, practice questions, walking through answers to FASEA questions.
Includes options 2 and 3 below i.e. hard copy Blue Path Financial Adviser Exam Participant Handbook and unlimited access to recording of the 2021 Blue Path FASEA Exam preparation day long webinar together with PDFs of PowerPoint, updated Exercises and key third party readings shared through Google docs.
Discounted rate available for two or more advisers to participate together.
2. Hard copy Blue Path Financial Adviser Exam Participant Handbook (study guide) sent by Express Post, plus third party PDFs. ($125)
3. Unlimited access to recording of the 2021 Blue Path FASEA Exam preparation day long webinar. Recorded on Google Meet. Accessed via Google Meeting link. Can be played/paused/repeated as needed. Includes PDFs of PowerPoint, updated Exercises and key third party readings shared through Google docs. ($125)
For options 2 and 3, simply sign up on the Blue Path website registration page for immediate access to begin study (https://bluepath.com.au/registration/).
For option 1, please email Blue Path (Roger Patterson) at roger.patterson@bluepath.com.au to book in times and arrange payment.
If you would like to discuss further please email Blue Path (Roger Patterson) at roger.patterson@bluepath.com.auor call 0401 314 816
Webinar recording can be accessed on demand at any time—played, paused and repeated as needed.
Register by clicking the Register Now button at the top of this page.
1. One on one individual tutoring.
Conducted on Google Meet. Cost $1500 for 4 x 2 hour sessions.
Covers: Review of FASEA curriculum, selected parts of the Blue Path FASEA Exam preparation course, practice questions, walking through answers to FASEA questions.
Includes options 2 and 3 below i.e. Hard copy Blue Path Financial Adviser Exam Participant Handbook and unlimited access to recording of the 2021 Blue Path FASEA Exam preparation day long webinar together with PDFs of PowerPoint, updated Exercises and key third party readings shared through Google docs.
Discounted rate available for two or more advisers to participate together.
2. Hard copy Blue Path Financial Adviser Exam Participant Handbook (study guide) sent by Express Post, plus third party PDFs. ($125)
3. Unlimited access to recording of the 2021 Blue Path FASEA Exam preparation day long webinar. Recorded on Google Meet. Accessed via Google Meeting link. Can be played/paused/repeated as needed. Includes PDFs of PowerPoint, updated Exercises and key third party readings shared through Google docs. ($125)
For options 2 and 3, simply sign up on the Blue Path website registration page for immediate access to begin study (https://bluepath.com.au/registration/).
For option 1, please email (roger.patterson@bluepath.com.au) to book in times and arrange payment.
If you are interested in these options and would like to discuss further please contact Roger Patterson (roger.patterson@bluepath.com.au).
The Blue Path Financial Adviser Exam preparation webinar recording provides the solid foundation in the important Financial Adviser Exam curriculum concepts, particularly in the Code of Ethics, necessary to pass the exam.
Certified by the FPA for 6.75 CPD points, this is an on demand recording of the full day (9am–5pm) Webinar. The Exercises (PDF) are updated, and the Participant Handbook Appendices (also PDF) reflect all changes in the law up to July 2022.
No webinars currently scheduled
The webinar recording is attended from your desk or at home. The webinar format has received consistently high feedback scores—see Testimonials page.
The recording is of a true webinar—not a broadcast of a face to face workshop where the facilitator’s attention defaulted to an in person audience. The facilitator has focussed solely on the webinar participants.
Registrants receive the Participant Handbook by Express Post on registration. Also, a package of recommended reading PDFs, Exercises and Answers, and updates reflecting changes in the law up to July 2022, are shared through Google documents.
Get ready with an all-in-one webinar recording. Your complete package to pass the Financial Adviser exam.
Get in touch
Get on the path to self awareness and understanding!
MBTI facilitator Roger Patterson can help you uncover and understand the impact of and responses to personality preferences given by for you and your team. Increase team productivity now by investing in your staff training to help understanding personalities, attitudes and self awareness. Connect with accredited MBTI facilitator Roger Patterson on 0401 314 816. Please complete enquiry form for a free personality profile quotation.
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