QUICK TIP β If the quality of the video is blurry while watching this course through our Help Center, you can click the Watch on YouTube button to swap the resolution to 720p or higher π
βοΈ What you will know by the end of these videos
How to Set up Your KiwiSaver Settings
Sending through KiwiSaver Fact Finds
How to Review your Client's Fact Find Results
How to Navigate the KiwiSaver Recommendation Tool
How to Compare KiwiSaver Schemes
Completing your Provider Research
Crafting a KiwiSaver Statement of Advice
How to Present your Advice
Closing your Completed Application
π Supporting Information
Supporting Articles discussed in the Training Video: