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Pathfinder Program - KiwiSaver Advice
Pathfinder Program - KiwiSaver Advice

Learn how to use Trail's KiwiSaver Advice Process to start giving advice right away!

Erica Danielson avatar
Written by Erica Danielson
Updated over 6 months ago

QUICK TIP ⭐ 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 πŸ‘

✍️ 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

πŸ™Œ Supporting Information

Supporting Articles discussed in the Training Video:

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