«Back to Event Calendar

ONLINE LIBRARY: Professional Indemnity - Understanding the IFA scheme (21 November 2017)

Event Type: Online-Library
When: 09 Jan - 21 Dec 2018
Time: 11:00 a.m. - 12:00 p.m.
Venue: Online WebEx
Location: (Recording date: 21 Nov 2017)
Provider: Marsh
Practitioner Member Fee: Complimentary
Associate Member Fee: Complimentary
Affiliate Member Fee: Complimentary
Non-Member Fee: $29.00
CPD Credits: 1 CPD Hour
Type: Online
Level: Foundation
Industry Knowledge: Practice management
Presenter: Ash Maharaj, Client Executive MARSH

Learning Outcomes and content:
We will discuss in this webinar:
- The IFA liability programme
- Why the need for Professional Indemnity Insurance?
- The current IFA scheme and enhancements
- The top 10 claims tips for advisers
- Claims examples
- Questions and answers

About the Presenter: Ash as Client Executive knows the PI world well and in his role at MARSH has presented to advisers regarding PI claims and the practical steps to reduce issues with your client, and reduce client complaints and claims against you.

Venue: At your desk in front of your computer. Attending this webinar can contribute to your Code structured CPD credits. All IFA members can qualify for 1 hour structured IFA CPD credits, after completing the test at the end of the webinar.
Online Access / Session Notes:

Registration Fee: For IFA members this is a FREE webinar REGISTER BY CLICKING ON WEBSITE LINK BELOW Non Members $29.00 GST inclusive. Group bookings - $90.00 GST inclusive – for groups of 5 or more people at one location. Please email: info@ifa.org.nz to register a group.