Managed Funds Accreditation Training (Classroom)
Date and time
Location
Hyundai Marine Sports Centre (Orakei Board Room - Upstairs)
8-10 Tamaki Drive
Okahu Bay, Auckland 1071
New Zealand
Managed Funds Training
About this event
This training classroom is designed for financial advisers wanting to apply for an agency with Generate to provide advice on Managed Funds. This training is for financial advisers who have already been giving advice on Managed Funds and have an existing advice process, covering:
• Managed Funds essentials & principles of investing
• How the Generate Managed Funds work
• Responsible Investment
• Understanding fees and tax
• Applications and withdrawals
There is free parking on site, and there is morning tea, coffee and tea on arrival.
We look forward to seeing you there!