Adviserlink Learning Courses
Wednesday, November 8th 2006, 4:32PM
Business Financial Solutions
8-10 November
Adviserlink Learning office, 220 Thorndon Quay, Wellington
Purpose
This course aims to provide learners with the skill and knowledge to evaluate business insurance risks and to provide advice to small to medium business operators and owners.
Who should attend this course?
- Do you have clients who run their own businesses
- Are you meeting their risk management needs effectively
- Do you want to generate more rewarding business and greater revenue
Content
- Working in the NZ Business market
- Financial planning concepts for business owners
- Business fundamentals
- Legislation and Compliance
- Business risk products for SME business and small business owners including life insurance, trauma, disability, income protection, employee benefits and general insurance
- Business life cycle and sales/advice process
- Report writing and review
Course delivery method: 3 day facilitated course or distance learning
Cost of course: $900 or $450 for distance learning (incl GST)
CPD/CE Credits: 15 CPD Credits (Technical)
Challenge test: For recognition of current competence - available on application. Please contact us zofia@adviserlink.co.nz
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