The course runs 12 - 17 November 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 draws 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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