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The Road Ahead – Part 3 – Discussing good record keeping and tips for the year ahead.

February 15, 2023 @ 10:00 am - 11:00 am NZDT

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.

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.


February 15, 2023
10:00 am - 11:00 am




Financial Advice New Zealand
0800 432 101