As of 15 March 2021 the move to financial adviser licensing begins with the transitional licence stage.
There are a number of conditions and requirements for a transitional licence for Financial Advice Providers (FAP). One of these is that a FAP must have an internal process for resolving client complaints.
Whilst it is important to have a good complaint process it is also vital to have a good knowledge of how to deal with a complaint to enhance the chances of an early resolution.
Trevor Slater, who is an expert in complaint handling processes and resolution skills, will be providing training for IBANZ Members & PIQ College clients.
In this short and free webinar Trevor will provide a preview of the training that will be available in the following weeks.