An introductory course for financial mentors using Client Voices. This course takes learners through all parts of Client Voices that financial mentors are expected to use. Ideal for inducting new staff, but also great refresher course for staff who are already using Client Voices.
Self-regulation is guided by the FINZ Code of Ethics and Professional Conduct. All members, individuals and organisations, must comply with the Code and implicitly agree to do so as part of their annual membership renewal.