Strategi launches KiwiSaver course
Strategi has launched an NZQA-accredited course for people who want to offer advice on KiwiSaver.
Sunday, August 20th 2017, 7:35PM
“KiwiSaver is the backbone to many peoples’ retirement and it is essential they have access to quality advice and can make informed decisions about their future finances”, said David Greenslade, managing director of the Strategi Institute.
“Advising on KiwiSaver is a good way for financial advisers to generate additional revenue plus build closer client relationships.”
Greenslade said financial advisers relied on offering class advice, or an information-only service, as a way to provide advice on a KiwiSaver scheme.
But the Financial Advisers Act still requires financial advisers to exercise the care, diligence and skill that a reasonable financial adviser would exercise in the same circumstances.
He said completing the new level 5 course would help all advisers to demonstrate a level of professionalism, care, diligence and skill relating to the provision of KiwiSaver advice.
The course focuses on the key features of KiwiSaver schemes, understanding the KiwiSaver Act 2006, and the basic investment principles advisers need to know in order to provide KiwiSaver advice and/or guidance for their clients.
| « KiwiSaver knowledge too low: Survey | Documents shorter but still dense » |
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