Generate accreditation training - Classroom

This 3-hour training course will help you become an expert in KiwiSaver and show you how to implement KiwiSaver advice into your process:

• KiwiSaver Essentials

• 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.

Existing advisers are welcome to join this as a Refresher.

There will be tea & coffee on arrival, and morning tea during the break.

One of us will meet you downstairs and bring you up to the training room. Any issues finding the Jarden House, please contact eloah@generatekiwisaver.co.nz or 0221524660.

We look forward to working with you!

The Generate Team.