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Adviser clinics

September 2023

For the 17 Advisers who attended our first Adviser Clinic on disclosure obligations, we’re delighted to announce that we’ve issued a number of Certificates of Completion.

Certificates are issued to those Advisers who’ve completed the course and demonstrated the learning and understanding required. 

Completion of the course means you’re eligible to add this towards your annual Continuing Professional Development (CPD) plan. 

You can find all of the disclosure obligation training and resources in the Skills Hub.

Supporting your development is part of our ongoing commitment to you. 

What’s coming up this month?

We’re pleased to announce the next Adviser Clinic on Monday 18 September will focus on writing business risk advice plans

Writing an effective business risk plan is key to managing business risk customers. This clinic will be facilitated by Jade Meddings who brings a wealth of experience in both business lending and business advice writing. She’ll be in touch about the pre-work requirements.

You should have the invitation already, if not, please reach out to Jade.