September 2018 Edition

KEPA Fit4Licence

Paula Damen has been appointed to the new role of Adviser Development and Training Manager with responsibility for building and implementing the KEPA program for adviser training, competency and ongoing professional development. 
This role is a key strategic appointment for KEPA. Paula is in the process of attaining the NZ Certificate In Adult and Tertiary Teaching Level 4 and will be accredited to facilitate the NZCFS5 Core, Life & Health and Residential Property Strands with the welcome assistance of Strategi Institute.   
By having our own accredited and qualified in house trainer Kepa can deliver the NZCFS5 training at  a significant discount to members as well as providing valuable on-going coaching support to assist members to complete the assignment work and achieve the qualification. We believe the personal coaching and tutoring offered by KEPA will be of real value to members and is an area  of critical importance to training success.  The role will also have accountability for CPD content, new adviser induction and ongoing training, and implementing a training course schedule for KEPA members. 
Our first group of advisers is undertaking classroom training on the Life & Health strand in late October, following which we will create a schedule of classroom dates and publish a Kepa training calendar for 2019. We’ll be asking for expressions of interest so that we can anticipate future numbers. 
Further information will be forthcoming in the coming weeks including details on pricing and upcoming training dates. In the meantime please contact your BDM if you have any questions.
About Paula
Paula worked for 16 years as a Broker Development Manager with Momentum and Discovery Holdings Group in South Africa. Following this she joined a financial advisory practice as a co-director responsible for investments and life & health clients. 
She then sold her shareholding and was director and owner of Discovery Consulting Services, Bryanston, employing 9 staff and working with over 300 Discovery advisers before emigrating to New Zealand in 2016.