Welcome to the Lumiant Academy
Training for Advice Professionals wanting to empower individuals and their families to live their best life confidently
Explore our courses
What our learners say
10/10: Excellent visuals, example videos, and written text with snippets/analogies that can be used with clients to position Lumiant.
Jonathan E. Millican, SAvant wealth management
10/10: Learning new things is not easy. The Lumiant Advice Experience made learning interactive with quizzes throughout. I also enjoyed how the material was covered in multiple formats; YouTube instructional video, written instruction, podcast clips, informational graphics, and case studies. It was enjoyable and I got a lot out of it.
Jake Stein, LEGACY INVESTING
INSTRUCTORS
Meet Your Facilitators
Mark Akeroyd
HEAD OF PRODUCT
With more than 13 years experience working in the industry, Mark has a wealth of knowledge in scaling consistent, high quality and memorable advice experiences for financial institutions.
Elise Little
CUSTOMER SUCCESS LEAD
A dedicated and results-driven Customer Success Lead at Lumiant. Elise has a passion for the advice experience and helps Lumiant customers to design and stage transformational experiences for clients.
Nicola Perry
RVP Lumiant Sales
A seasoned professional with over 25 years of experience in Financial Services. As a key member at Lumiant, Nicola leverages her deep industry knowledge, client-centric approach, and digital transformation expertise to drive exceptional client outcomes and create lasting value aligned with your organizational goals.
Sue Viskovic
Managing Director of Elixir Consulting
With over 20 experience in financial services Sue Viskovic is the Founder of Elixir Consulting; a proud mother of four; a sought-after speaker; a business coach; and author of a number of books and programs designed for advisers.
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