Designed for advisers working on the retirement planning space this workshop will give you skills on:

• Managing your KiwiSaver portfolio
• Building and managing employer and client concerns
• Prospecting and advisory relationships
• Investment analysis for retirement planning
• KiwiSaver rules and legislation

Gain 2 NZQA unit standards upon assessment completion.

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 choose not to attend within 7 days of the event.