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Kepa appoints manager of adviser training

Adviser group Kepa has appointed an adviser development and training manager to build and implement its adviser competency and ongoing professional development programmes.

Friday, September 28th 2018, 9:28AM 3 Comments

It said Paula Damen's role was a key strategic appointment for Kepa. She is in the process of attaining the NZ Certificate in Adult and Tertiary Teaching Level 4. She will be accredited to facilitate the New Zealand Certificate in Financial Services Level 5 (NZCFS5) Core, Life and Health and Residential Property Strands with the assistance of Strategi Institute.

Kepa chief executive Brendon Neal said: “By having our own accredited and qualified in-house trainer Kepa can deliver the NZCFS5 training at a significant discount to members as well as providing valuable on-going coaching support to assist members to complete the assignment work and achieve the qualification.

“We believe the personal coaching and tutoring offered by Kepa will be of real value to members and is an area we’re aware is of critical importance to training success. The role will also have accountability for CPD content, new adviser induction and ongoing training, and implementing a training course schedule for Kepa.

“Our first group of advisers is undertaking classroom training on the Life and Health strand in mid-October, following which we will create a schedule of classroom dates and publish a Kepa training calendar for 2019. We’ll be asking for expressions of interest so that we can anticipate future numbers.”

Tags: Kepa

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Comments from our readers

On 28 September 2018 at 3:47 pm The Oracle said:
Nice to see other groups following in Newpark's footsteps after they hired Leigh Austin for the same purpose. Presume everyone is also fully funding level 5 for their members or is it only Newpark who does that?
On 28 September 2018 at 8:44 pm RiskAdviser said:
Nice points Oracle ;)
On 30 September 2018 at 4:36 pm I was wondering said:
Hi Oracle
I imagine that the money Kepa and Newpark have made, and continue to make off the back of their adviser's business is more than enough to pay for some training for them?
Good to see this initiative.

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