Financial advisers will be able to earn a one-hour practice management CPD credit by taking part in a webinar organised by Financial Advice NZ on 13 July.
The webinar, hosted by Tracey Cross of Legal and Business Solutions, will cover appointing a locum to take care of your clients when you are away from your business. Financial Advice NZ runs a locum service for members.
“Tracey will discuss legal contracts, some practical considerations, and share her experience as to what works and what doesn’t when you engage a locum to take care of your clients,” says Katrina Shanks, Financial Advice NZ CEO.
“This is a great opportunity to have your questions answered and ensure you have the right processes and agreements in place before engaging with a locum in your business.”
Find out more and register here.