Staying up to date with financial topics, changes in economic outcomes and product enhancements is a big part of being a leading financial adviser.
And so, this lead us to another full day of ongoing training, provided by the PPA and IFA groups.
Topics included KiwiSaver HomeStart and other government assistance; What's out there for first home buyers?; Continuity planning and how to breed and train the new generation of ethically minded financial planners; How to deal with micro-businesses and protect their risks with product based strategies; Learning more about the areas to look at in more detail; Goals-based advice process and how to match advice to the goals that today's clients are more likely to be wanting.
If you would like a career in Financial Services, helping people reach their full financial potential Contact us.