Generate accreditation training - Classroom

Generate accreditation training - Classroom

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Free

Date and time

Location

Hyundai Marine Sports Centre (Orakei Boardroom)

8-10 Tamaki Drive

Okahu Bay, Auckland 1071

New Zealand

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

About this event

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. Completion is required before you can become an active adviser.

Existing advisers are welcome to join this as a Refresher.

There will be tea & 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.pdf

We look forward to working with you!

The Generate Team.

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