Managed Funds Accreditation Training (Webinar)
eloah@generatekiwisaver.co.nz
This training webinar is designed for financial advisers wanting to apply for an agency with Generate to provide advice on Managed Funds.
This training is for financial advisers who have already been giving advice on Managed Funds and have an existing advice process, covering:
- Managed Funds essentials & principles of investing
- How the Generate Managed Funds work
- Responsible Investment
- Understanding fees and tax
- Applications and withdrawals
After your register for the webinar, you will receive an email from Eventbrite with the Zoom link.
Please follow the instructions to join the webinar.
The webinar will work best with a headset to prevent background noise.
We look forward to seeing you online!
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