Are you ready for 15 March?

CPD Points: 0.50
Duration: 0.30 minutes
Free +GST Retail
Free +GST Learning Partner
Registration Closed

Event Detail

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.

All Coming Instances

10:30AM - 11:00AM, Wed, 24 Mar 2021
Registrations Close: 23 March 2021
Class Limit: 200
Presenter: Trevor Slater
Online: For those registered by webinar the links will be sent the day prior.

These links will not be sent BCC so if you have any objections to your name being viewed by others on the webinar please make contact with the office.
Registration Closed

Terms and Conditions

Discounts are available for group bookings.  Please enquire. 

The running of this workshop is subject to minimum attendees. 

No refund will be given if you do not notify us prior to the start of the event.

Full terms and conditions are available here
© Copyright Professional IQ College Ltd. Private information collected for this website is governed by our Privacy Policy. Read our Terms & Conditions
Unit 4D, 2B William Pickering Drive, Rosedale, Auckland 0632

Powered by streamSWEET CMS