Bring in the Experts webinar series

Webinars will be recorded and can be viewed from our webinar library on our members site.

Upcoming Webinars:

25 January, 10am
Economic Update by Cameron Bagrie

Economist Cameron Bagrie will provide insight into how the economy is tracking and what we should be watching out for in the near future.

What are the biggest influencers on the domestic and international economy? What is happening in the equity and property markets? Interest rates, inflation, immigration issues, unemployment and much more.

Join us for this informative webinar so you impart the most up to date and relevant knowledge about the economy to your clients.

Cameron has been an economist for 20 years. For over 11 years he was the Chief Economist at ANZ. He has also worked as an economist at the National Bank, Treasury and Statistics New Zealand. A mainlander at heart, Cameron’s approach to economics is non-ideological and pragmatic. Bagrie Economics is a boutique research firm that specialises in independent, authoritative analysis of the New Zealand economy and economic issues generally. We don’t do spin or over-complication, just honest analysis of trends and figures.

How do I join the webinar series? Zoom Link– simply click on the link to register for the series
Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.
What is the cost? Free for Financial Advice Members and $50+gst for non-members.

01 February, 10am
The Road Ahead – Part 1 – Understanding your competency requirements in the regime

We are excited to be starting the “2023 The Road Ahead” four-part knowledge webinar series for financial advisers with a webinar on Professional Development Plans and CPD requirements. This is an important component of being licensed in the new regime.

It’s that time of the year to have your Professional Development Plan fine-tuned for the year ahead. Let’s revisit this process and dig a bit deeper to make it a meaningful plan to upskill you further this year.

We will discuss competence, knowledge and skill and what this means in relation to the Code of Professional Conduct for financial advice services when considering the development and implementation of your professional development plan.

As an Adviser Member of Financial Advice NZ there are requirements to maintain an annual PDP and have a certain number of CPD hours completed each calendar year. You will need at least 30 hours relevant structured hours over a rolling 24-month period, and 2 structured hours of ethics training too.

Remember for Trusted Advisers and CFP Practitioners there is a higher CPD threshold to reach, so stay informed and learn how to manage this from our expert presenter.

Cecilia Farrow from Thrive Consulting will join the webinar to deliver a different view on how to make your PDP be meaningful for you as an advisers and your advice business.

Don’t miss out on this knowledge series which will provide you with confidence that you are on track for continuing to meet the requirements of your FAP licensing conditions and best business practice in the new regime.

How do I join the webinar series? Zoom Link– simply click on the link to register for the series
Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.
What is the cost? Free for Financial Advice Members and $50+gst for non-members.

08 February, 10am
The Road Ahead – Part 2 – Reviewing the stages of Disclosure and the complaints process.

This is the second part of the “2023 The Road Ahead” four-part knowledge webinar series for financial advisers with a webinar on Disclosure and how it is provided to the client in the advice process. This is an important component of being licensed in the new regime.

This webinar will provide an opportunity to review the stages of disclosure in your business and advice process. In 2021 you were required to make significant changes to how you disclose to both the public and your clients. This webinar will provide you will assurance the initial changes that were implemented in 2021 to the disclosure process are fit for purpose.

We will also review the internal complaints process to see how this is working across the sector, including the escalation of complaints to your Disputes Resolution Scheme Partners.

Let’s see how this process has evolved and share some tips of what is working well now that we have been using the four stages of disclosure for the past two years.

The webinar we be delivered by a panel of experts.

Don’t miss out on this knowledge series which will provide you with confidence that you are on track for continuing to meet the requirements of your licensing conditions and best business practice in the new regime.

How do I join the webinar series? Zoom Link– simply click on the link to register for the series
Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.
What is the cost? Free for Financial Advice Members and $50+gst for non-members.

15 February, 10am
The Road Ahead – Part 3 – Discussing good record keeping and tips for the year ahead

This is the third webinar in the “2023 The Road Ahead” four-part knowledge webinar series for financial advisers with a webinar on Record Keeping.

Record keeping is a fundamentally important part of the new regime and advice businesses need to ensure they are using the best tools available to be both efficient and effective in their advice businesses.

We are two years into the regime and record keeping has evolved over this period.

We will explore new and existing technology and ideas, such as apps and CRMs to provide some new thinking and tools to improve some of the good habits that are engrained into advice business.

Hear from a panel of tech savvy experts who can provide examples of what apps they use to make record keeping a breeze in their advice process.

Don’t miss out on this knowledge series which will provide you with confidence that you are on track for continuing to meet the requirements of your licensing conditions and best business practice in the new regime.

How do I join the webinar series? Zoom Link– simply click on the link to register for the series
Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.
What is the cost? Free for Financial Advice Members and $50+gst for non-members.

22 February, 10am
The Road Ahead – Part 4 – Enhancing your Business Continuity Plan – have you tested it?

This is the last webinar in the “2023 The Road Ahead” four-part knowledge webinar series for financial advisers with a webinar on Your Business Continuity Plan.

Business continuity plans are often developed and left in the bottom draw as a low priority when you are busy providing financial advice to your client. However, in the new regime this is an important licensing condition which now needs attention on a regular basis.

It’s a great idea to test your plan each year and update any areas that may have changed as you review the findings of your test. Remember to document the test and the success or issues that may arise from the run through each year. How’s your cyber policy standing up?

We will hear from a panel of experts to shed some light on their recent BCP tests and the processes they have implemented to make sure they are meeting the requirements of licensing.

Don’t miss out on this knowledge series which will provide you with confidence that you are on track for continuing to meet the requirements of your licensing conditions and best business practice in the new regime.

How do I join the webinar series? Zoom Link– simply click on the link to register for the series
Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.
What is the cost? Free for Financial Advice Members and $50+gst for non-members.

CPD

CPD will automatically be applied to member’s accounts within 10 working days after the webinar. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page.

Webinar Replays

(subject to speaker approval)

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