Free

Generate Adviser Training Course - Auckland

Event Information

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Date and Time

Location

Location

Five Knots - 30 Tamaki Drive

MIssion Bay

Auckland 1071

New Zealand

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Event description

Description

Generate New Adviser Induction

The sessions will cover:

The PDS and Supplementary Brochure
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.
Systems – processing applications as efficiently as possible, maximising the adviser tools Generate can offer.

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.

We look forward to working with you!

The Generate Team.


FAQs

Can I bring a colleague?

Yes! but please ensure they register too! Spaces are limited.

Is there parking at the venue?

Yes, there is free parking at the venue. There are also bus stops close by.

What can I bring into the event?

Please bring a note book and pen.

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Date and Time

Location

Five Knots - 30 Tamaki Drive

MIssion Bay

Auckland 1071

New Zealand

View Map

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