Presented by: Trevor Slater

Duration: 15:59

As of 15 March 2021 the move to financial adviser licensing begins with the transitional licence stage.

There are a number of conditions and requirements for a transitional licence for Financial Advice Providers (FAP).  One of these is that a FAP must have an internal process for resolving client complaints.  

Whilst it is important to have a good complaint process it is also vital to have a good knowledge of how to deal with a complaint to enhance the chances of an early resolution.

Trevor Slater, who is an expert in complaint handling processes and resolution skills, will be providing training for IBANZ Members & PIQ College clients.

In this short and free webinar Trevor will provide a preview of the training that will be available in the following weeks.