Name: Generate accreditation training - Classroom
Start: 2021-06-24T09:30:00+12:00
End: 2021-06-24T12:30:00+12:00
Location: Akarana Eatery (Joyce Fisher room)

Generate accreditation training - Classroom

Generate KiwiSaver

Give outstanding advice to your clients by becoming a KiwiSaver expert!

Akarana Eatery (Joyce Fisher room)

This 3-hour training course will help you become an expert in KiwiSaver and show you how to implement KiwiSaver advice into your process:<ul><li>KiwiSaver Essentials</li></ul><ul><li>The Generate &quot;Advice online&quot; tool</li></ul><ul><li>Process – best practice</li></ul><ul><li>Referrals – using KiwiSaver to broaden your client base and expand your network.</li></ul><ul><li>Generate – develop your understanding of the Generate product and investment strategy.</li></ul><ul><li>The ideal client presentation – key discussion points and creating a simplified method.</li></ul><ul><li>Completing a KiwiSaver application</li></ul>To get the most from the event, please ensure you have completed the <a href="https://generateinvestment.sharepoint.com/sites/GenerateAdviserResources" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">adviser accreditation</a>. Completion is required before you can become an active adviser.Existing advisers are welcome to join this as a Refresher.There will be tea &amp; coffee on arrival, and morning tea during the break.There is free parking on site: https://akaranamarinesports.co.nz/wp-content/uploads/2020/05/HMSC-Parking-Plan.pdfWe look forward to working with you!The Generate Team.

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Generate accreditation training - Classroom

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Generate accreditation training - Classroom

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