Tuesday, May 7, 2024

Training

Your Clients Want to be Seen and Heard

Managing clients’ comments on social media is the subject of a new report published by customer experience firm GatherUp. It says that no matter what...

Professional IQ Ramps-Up Adviser Qualification Courses

Professional IQ College has announced a senior appointment and confirmed a number of courses it will be offering advisers seeking to ensure their industry...

Webinar to Debate Industry Privacy Issues

Privacy Commissioner Michael Webster is to discuss breach reporting, biometrics, and other privacy issues during an FSC webinar to be held in November. Webster took up...

Strategi Institute Adds to its Range of Training Options

Strategi Institute has taken over the financial services training previously provided by The Skills organisation in an agreement that came into affect on 1...

Strong Support for Career Connect Recruitment Drive

Fidelity Life has seen a diverse mix of job hunters register for its recently launched Career connect initiative, including many from outside the sector. Trecia...

New Adviser Training Offered

Expressions of interest are now open for a three-day new adviser training course being offered by Partners Life. Financial advisers with less than 24 months'...

Hunt Starts For Next Generation of Advisers

To support the future of the advice industry, Fidelity Life is launching a training scheme to help attract new recruits to the sector. The firm...

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...