Adviser Event: KiwiSaver Applications Masterclass
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Adviser Event: KiwiSaver Applications Masterclass

By Generate KiwiSaver
Online event

Overview

Financial Advisers, learn how to get your KiwiSaver applications right the first time and focus on helping your clients

This training will take you through getting your KiwiSaver applications right the first time and show you how to prevent those annoying incomplete applications. It'll also deepen your knowledge of the AML/CFT requirements. This training is suitable for advisers and administration staff.

Please come to this Webinar prepared with questions/ feedback about the Generate application process - we'd love to hear about these and provide as much info as possible!

You can qualify for 1 CPD credit if this is an area of learning in your professional development plan. Please email varun.g@generatekiwisaver.co.nz for confirmation of your CPD.

Category: Business, Finance

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Highlights

  • 1 hour
  • Online

Location

Online event

Organised by

Generate KiwiSaver

Followers

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Events

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Hosting

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Free
Nov 11 · 1:00 PM PST