Tuesday, May 7, 2024

Training

Industry Training for New Advisers from Partners Life

Partners Life is holding a three-day online training course for advisers who have worked in the industry for less than 24 months. The company’s new...

Deloitte Report Points to a Thriving Year-Ahead for Insurers

A report based on an insurance industry survey by the Deloitte Center for Financial Services is bullish when it comes to the sector's growth...

Young, Tech-Savvy Professionals – Faces of the Future

Any talk of financial advisers leaving the industry in droves before the end of the two-year transition period has been quashed by training firm...

Traffic Light System Helps Cigna Advisers Meet Regulations

Cigna NZ is helping independent financial advisers stay on top of their regulatory obligations with the launch of a new ‘My profile’ tool on...

Why Good Governance Must Underpin Every FAP

If you are a new FAP director and don't fully understand the scope of your obligations then Melanie Purdey says it's time to get...

Director Support Programme Launched by Compliance Refinery

Compliance Refinery in partnership with governance specialists Faraday & Company is offering a Director Support Programme to help directors of FAPs improve the governance...

Digital Lead Generation and Social Media Marketing Webinars

While plenty of financial advisers have got to grips with working remotely and holding client consultations over the phone or online, Partners Life says...

Strategi’s Radar Training Platform Gets a Makeover

Strategi Institute has launched a new generation of Radar, the firm's online learning platform. Developed as a one-stop solution for continuing professional development (CPD) in...

Insurer Cancels Policy and Refunds Premiums Totalling $20,000

An insurer has refunded a client's premiums for funeral cover after her monthly payments exceeded the value of the agreed payout. In May 2010 Mrs...