Partners life new adviser training course
20 February 2023
Expressions of interest now open for our 3 day New Adviser Training Course!
Do you have any new advisers with less than 24 months experience?
At Partners Life we’ve created the New Adviser Training Course (NATC) to provide support and to encourage advisers who are new to the industry.
What is the New Adviser Training Course?
The online course is taught by industry leaders who encourage discussions and debates to reinforce the learning syllabus.
When your new adviser participates in the course it means they’ll be in the best position to educate clients about the types of interruptions to their life that they could encounter, and the financial impact these interruptions could have on their lifestyle. New advisers will be better positioned to discuss the types of products best suited when things go wrong.
Eligibility criteria
To be eligible for entry into the New Adviser Training Course please ensure the following criteria is met:
Your sub-adviser has had a meeting with the Adviser Distribution Manager/Adviser Distribution Consultant
Your sub-adviser has less than 24 months industry experience
Your sub-adviser is registered on the Financial Services Provider Register (FSPR)
If your sub-adviser meets the above criteria and is approved by Partners Life, access will be provided to the pre-requisite eLearn modules (note that these must be completed one week prior to the course start date).
Once the requirements have been completed, we will send confirmation of acceptance for the 3-day course. Attendance at all sessions over the 3 days is compulsory.
Attendees who successfully complete the full course will receive a certificate of completion to recognise their efforts.
Further information & online schedule
Click the link below to see our online schedule for each of the training sessions. By signing up to attend our 3 day course you're committing to be present for all sessions.
Click here to see the full 3 day schedule.
Who should attend?
Financial advisers who are new or recent entrants to the industry who are Partners Life approved.
What are the dates?
Monday 20 February to Wednesday 22 February.
How do I register?
Click the link here and fill out our registration form by Tuesday 31 January 2023.
Need help or have any further questions?
For further details please contact your Adviser Distribution Manager or contact Dave Lewis.
Email: davelewis@partnerslife.co.nz
Direct Dial: 021 739 290
Event location
onlineEvent date/time
20 - 22 February 2023Event contact information
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