FundSource Introduction to Financial Planning

Auckland

Monday, July 30th 2001, 4:00PM

The course runs between 30 July and 4 August at the Heritage Hotel, Auckland City and includes an examination and post course case study and covers topics such as investment strategy, financial planning industry and process, estate planning, managed investments, direct investments and more.

This training course has been running since 1983 in New Zealand and draw upon collective industry knowledge and experience, with presentations by industry practitioners and experts in their fields. The course is recognised by the FPIA and 5 CE credits are awarded for attending.

For further information contact Louise on (09) 366 6672 or email louise.hawkings@fundsource.co.nz

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