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Diary

Adviserlink Learning Courses

Wednesday 8th of November 2006

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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