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.