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October 2022
Super Wednesday – Insurance
Super Wednesday – Insurance For this Super Wednesday webinar, we have three insurance focused sessions presented by Cecilia Farrow (Founder and Managing Director at FAP Services Limited), Dean Logan (Managing Director Logan Smythe & Associates Ltd) and Leigh Hodgetts (Professional Development, Standards and Policy Manager, Financial Advice NZ). Session 1: Refocus on your business plan and goals - presented by Dean Logan. Session 2: Are you using your disclosure to their best advantage? - presented by Leigh Hodgetts Session 3:…
Find out more »Bring in the Experts: Economic Update with Cameron Bagrie
Wednesday 12th October, 10am - Bring in the Experts: Economic Update with Cameron Bagrie The global economy continues to twist and turn as inflation impacts on many countries, the Russia/Ukraine war continues, and we still feel the impact of COVID and supply chain issues. In NZ, we continue to battle inflation, rising prices, credit limitations, immigration issues, low unemployment, and a reduction in property values. Cameron will provide his insight into how the economy is tracking and what should we…
Find out more »Bring in the Experts: FMA – What are Regulatory Returns? The consultation has begun.
Wednesday 19th October - Bring in the Experts: FMA - What are Regulatory Returns? The consultation has begun. Regulatory Returns are Standard Condition 3 for full FAP licences. The consultation process has begun, and today you have the opportunity hear direct from the FMA on what this means for directors of FAPs, financial advisers, and our members. What will FMA request from you to enable the monitoring of your ongoing capability to effectively perform the financial advice service under the…
Find out more »Canterbury/Nelson Regional Meeting October 28th
October meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand To be held on Friday, 28th October 9am at the Russley Golf Club Doors open at 8:30am, event to begin at 9am The weather is warming up and we are enjoying more chances to connect with each other. Join us in October to brush up on your legislative knowledge. The topic for this session is the Residential Care Subsidy Act and what you as advisers need to know. The presentation…
Find out more »November 2022
Professional Ethics Workshop – Thursday, November 10th
Professional Ethics Workshop - Thursday, November 10th This workshop delivered by Financial Advice NZ & The Ethics Conversation supports and enhances the competence of financial advisers seeking to demonstrate their commitment to professional ethics and good practice that underpins all client relationships. The workshop session covers: business ethics fundamentals, conflicts of interest, bias and speaking up, along with an examination of risks, challenges and ethical dilemmas. It refers to the Code of Professional Conduct for Financial Advice Providers and…
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