KiwiSaver Specialist

This KiwiSaver Specialist course gives students an in-depth understanding of the investment concepts, legislation and regulations that are of particular relevance to the provision of KiwiSaver advice. It also looks at the relationship between KiwiSaver products and individuals’ needs, and quantifying clients’ savings/retirement goals.

The content of the KiwiSaver Specialist course includes:

  • The terms and conditions of KiwiSaver and how they apply to typical client situations.
  • Investment concepts applicable to KiwiSaver.
  • The use of quantitative analysis techniques to quantify clients’ savings/retirement goals.
  • Guidance for providing advice on KiwiSaver, including templates for data collection and Statements of Advice.

This course is suitable for advisers wishing to provide advice (class and personalised) on KiwiSaver to clients.

Training for NZCFS level 5
Unit standards 28378 28379

KiwiSaver Specialist Online learning

NZQA credits 10
$595.00 per adviser
Contact us for group pricing options. Contact us to order this item.

KiwiSaver Specialist Distance learning

NZQA credits 10
$685.00 per adviser
Contact us for group pricing options. Contact us to order this item.

KiwiSaver Specialist Classroom learning

NZQA credits 10
Duration 1 Day
$800.00 per adviser
Contact us for group pricing options. Contact us to order this item. Classroom courses are subject to minimum class number requirements. We will contact you when we receive your enrolment application to discuss the best available date and location.