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February 2020

Residential Property Lending Strand 3 day Workshop

February 17 @ 8:15 am - February 19 @ 4:00 pm NZDT
Professional IQ College, Unit 4D, 2B William Pickering Drive
Auckland, New Zealand
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Workshop Overview This workshop has been jointly developed between Financial Advice New Zealand and Professional IQ College (PIQ), with input from the major banks. The workshop includes NZQA accredited Residential Property Lending Strand training and business and specialist lending.  As well as attending the three-day workshop, you will be required to complete 4 unit standard assessments after the course to receive the Residential Property Lending Strand Certificate. You have up to 3 months to complete this. The course’s practical format…

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Otago Regional Event

February 18 @ 4:00 pm - 6:00 pm NZDT
Distinction Dunedin Hotel, 6 Liverpool St
Dunedin, New Zealand
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Otago Regional Event To be held on the 18th February 2020 from 4pm-6pm  at Distinction Dunedin Hotel, 6 Liverpool Street, Dunedin. Come along and meet with Katrina Shanks CEO and other members to welcome in the new year and discuss the issues of the day. Katrina will provide an update on Financial Advice New Zealand's activities and the changing environment which we are operating within. This will be followed by a general discussion. Agenda 4.00pm - 4.30pm - Katrina Shanks update…

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Get in Shape Advice Summit 2020 – Dunedin

February 19 @ 10:00 am - 4:30 pm NZDT
Get In Shape Summit 2020

The FMA, MBIE, Financial Advice New Zealand and the Financial Services Council invite you to the Get In Shape Advice Summit 2020.

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Effective Client Communication

February 19 @ 2:00 pm - 3:00 pm NZDT
Online, Link to watch/listen will be sent to registrants on the day before the event New Zealand

Effective Client Communication - Tom Fellows Taking complex financial topics and making them accessible to clients is one of the greatest challenges faced by financial advisers. Within this webcast we will explore some tools that can be employed to help communicate these concepts in a simple way, offering clients a different level of understanding and appreciation of key investment principles.   Tom Fellowes is regional director in Dimensional's Sydney-based Financial Adviser Services team, working with advisers to aid the delivery…

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Central Regional Meeting – 25th February 2020

February 25 @ 12:00 pm - 2:00 pm NZDT
BNZ Meeting Rooms, 203 Broadway Ave
Palmerston North, New Zealand
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You are invited to attend the February meeting of the Central Branch of Financial Advice New Zealand This meeting is being held on Tuesday, 25th February 2020. Venue: The BNZ meeting rooms at 203 Broadway Avenue, Palmerston North. Guest Speaker: Willie Masters - Employsure Limited Employment Relations for your SME clients Time: 12.00pm Lunch with meeting finishing at 2pm Cost: $20 incl GST includes lunch – invoices will be sent out following the meeting. No cash will be accepted at the event. All attendees must…

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