Adviserlink - Advice Process II: The Fact Find Consultation
Christchurch
Monday, November 19th 2007, 11:55AM
For Advisers who need to learn how to conduct effective fact find meetings and consultations with their clients, uncover financial needs, master the art of client interviews and meetings.
elivery method: 3 day facilitated course / unavailable through distance learning
Cost: $1125 (incl GST)
CPD credits: 10 CPD Credits (Technical)
Register now
Email us with a question anette@adviserlink.co.nz
Visit www.adviserlink.co.nz
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