How do I join the webinar series? A Zoom link will be emailed to you when you register for the series

Can I ask questions during the webinar? You can ask questions via the written ‘chat’ function or the Q&A tab.

What is the cost? Free for Financial Advice Members | $50+gst for non-members.

Earn 1 CPD hour: CPD certificates will be emailed within 10 working days after the webinar. Please indicate on the webinar registration page if you’re not a member and want a certificate.

Wednesday 20 March, 10am
Understanding Changes with ACC Cover

Philip Southgate, ACC will highlight the changes to CoverPlus (CPX) and other ACC Cover products. Philip manages portfolios of large business customers, strategic partners, and intermediaries, supporting them to deliver innovation and solutions that support their businesses while meeting ACC requirements. He has 17 years’ experience with ACC and offers an extensive knowledge and understanding about levy products and processes.

Register now!


 

How do I join the webinar series? A Zoom link will be emailed to you when you register for the series

Can I ask questions during the webinar? You can ask questions via the written ‘chat’ function or the Q&A tab.

What is the cost? Free for Financial Advice Members | $50+gst for non-members.

Earn 1 CPD hour: CPD certificates will be emailed within 10 working days after the webinar. Please indicate on the webinar registration page if you’re not a member and want a certificate.

Wednesday 27 March, 10am
New Research on KiwiSaver Contributions Behaviour

Te Ara Ahunga Ora Retirement Commission commissioned the New Zealand Policy Research Institute at AUT to examine KiwiSaver members’ characteristics to understand how contribution behaviour differs across gender, age, ethnicity and income levels.

This is new information drawn from Stats NZ’s Integrated Data Infrastructure (IDI), which allows KiwiSaver contribution rates to be investigated from April 2019. This presentation will provide a preview of the findings from this research ahead of the release of the full report in April.

Dr Michelle Reyers is the Policy Lead at Te Ara Ahunga Ora Retirement Commission where she is responsible for providing insights and advice related to trends and issues for retired people, and those approaching retirement, to inform retirement policy development. Before joining the Commission, she was a senior lecturer in the School of Economics and Finance at Massey University, where her teaching and research focused on financial decision making and behavioural aspects connected to these decisions. She received her PhD in Finance from the University of Pretoria, South Africa in 2014. She is a CFA® Charter holder and, prior to her academic career, spent 10 years working in the finance industry.

Register now!


 

How do I join the webinar series? A Zoom link will be emailed to you when you register for the series

Can I ask questions during the webinar? You can ask questions via the written ‘chat’ function or the Q&A tab.

What is the cost? Free for Financial Advice Members | $50+gst for non-members.

Earn 1.5 CPD hour: CPD certificates will be emailed within 10 working days after the webinar. Please indicate on the webinar registration page if you’re not a member and want a certificate.

Wednesday 3 April, 10am
Key Consideration when Discussing Investments with Clients

Hosted by Christine Hay MAC Chair, with guest speakers Apollo Lupesco, PhD & Vice President, Dimensional Fund Advisers Santa Monica office, and Tom Deacon, Senior Investment Analyst, Mint Asset Management NZ. Explore concepts and principals for effective communication with clients, the timing of investments, the impact of the US election on client thinking and the surrounding discourse, as well as navigating AI for both investment and technological innovation.

Register now!


 

Webinar Replays

(subject to speaker approval)

You can watch webinar replays on our LMS platform Ontrack by Kaplan Professional. If you are not using Ontrack, you can browse and view previous Bring in the Experts webinars in the webinar library on our members site. Log into your account and go to Learning, Education, and Compliance > Webinar Library.