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May 2023
Central Branch Meeting
Central Branch Meeting Hear guest speaker Dr Claire Matthews speak about bank profits, interest rates, 7-day banking, deposit insurance and the need for a bank enquiry. Lunch from 12 noon. Finish by 2pm. Cost $20 | RSVP by 12pm Friday 26 May The event may be cancelled if there are not enough registrants.
Find out more »Bring in the Experts: Good Governance for Financial Advisers – What does that look like?
Strengthen your organisation's effective governance and gain valuable insights from our expert panel, each bringing a unique perspective and experience.
Find out more »June 2023
Information Webinar: Professional Liability Insurance Update
In this informative webinar, understand where your advice liability resides for both your FAP and you as a financial adviser, and any changes in the programme for the 2023 renewal.
Find out more »Bring in the Experts SUPER WEDNESDAY – Refixing and restructuring at higher rates: Opportunities for better client experience and minimising the risk of complaints
Explore opportunities for improving client experience, best practices for structuring fixed-rate products and minimising your risk of complaints.
Find out more »Canterbury/Nelson Branch Meeting June 2023
Canterbury/Nelson Branch Meeting Drop-in session, Sugarhorse Bar & Eatery, 100 Morehouse Avenue, Christchurch Come have a coffee with the Nelson/Canterbury Regional Financial Advice NZ Committee members. Share your ideas and feedback on what you'd like from the Regional Committee team moving forward. We hope you can join us.Cost: Free - attendees to purchase own food and drinks.
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