Wednesday, August 10, 2022

Training

How to Emphasise Policy Value Over Premiums

A video to help advisers navigate price rejection during a client consultation has been released by Partners Life. The firm has had an increased number...

Free Full Licensing Workshops for Class 1 Applicants

The FMA is hosting a series of free online workshops to help guide financial advisers through the Class 1 application process – one section...

New Course to Help Advisers Complete Level 5 Qualification

Just weeks after Professional IQ College was acquired by Dacreed, the firm has introduced new courses to help transitional licence holders who have yet...

Optional Pathways to Full Licence

Financial advisers exploring a loophole to avoid sitting the Level 5 exam may be making a poor choice by relying on an apparent 'get...

Registration Open for New Adviser Course

Partners Life is running its next new adviser training course in August for those with less than two years in the industry. The online course...

Insurance Buying Behaviours Of Gen Z Revealed

While Millennials and Gen Zs may appear to rely on their phone for everything they do, a new report reveals that when it comes...

Webinar – What Advisers Can Learn from Sport to Improve Their Business

The Adviser Platform has teamed up with AIA to deliver a webinar covering the lessons financial advisers can learn from the world of professional...

One-Hour CPD Offered for Attending Locum Webinar

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...

Industry Training College Under New Ownership

Industry training firm Professional IQ College has been bought by Dacreed from IBANZ for an undisclosed sum – the agreement was completed on 1...