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Overview


Defensible Advice

2015-005
CPD Points: 1.00
Duration: 1 hr
$208.70 +GST Retail
$129.57 +GST Learning Partner
Registration Closed

Event Detail

A pragmatic approach to implementing best practice advice processes, taking into account lessons from litigation & complaints, and “real world” work & client pressures.

Content:

  • we will discuss the 6 step advice process in sequence, and
  • talk through issues that have arisen for advisers, and,
  • suggest practical remedies which do not compromise best practice processes

 


All Coming Instances

09:30a.m. - 10:30a.m., Tue, 24 Feb 2015
Registrations Close: 23 February 2015
Class Limit: 20
Presenter: Tony Vidler
Venue: Professional IQ/IBANZ Offices
Level 5
280 Queen Street
Auckland
New Zealand
This session is available by webinar.

Registration Closed
 

Terms and Conditions

The running of this workshop is subject to minimum attendees.

No refund will be given if you choose not to attend within 7 days of the event.

Full terms and conditions are available here
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