The session will cover:
The Generate "Advice online" tool
Process – best practice
Referrals – using KiwiSaver to broaden your client base and expand your network.
Generate – develop your understanding of the Generate product and investment strategy.
The ideal client presentation – key discussion points and creating a simplified method.
Completing a KiwiSaver application
To get the most from the event, please ensure you have completed the adviser accreditation. Completion is required before you can become an active adviser.
Existing advisers are welcome to join this as a Refresher.
After your register for the webinar, you will receive an email from Eventbrite with the Zoom link to access the meeting. Please follow the instructions to join the webinar. The webinar will work best with a headset to prevent background noise.
You can receive up to 5 CPD credits for completing accreditation training with Generate if this is an area of learning within your professional development plan. You will also need to complete an accreditation test. Please email varun.g@generatekiwisaver.co.nz for confirmation of your CPD.
We look forward to working with you!
The Generate Team.
