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November 2019

Nelson Transitional Licensing Seminar

November 25 @ 10:30 am - 12:30 pm NZDT
Nelson Golf Course, 38 Bolt Road, Tahunanui
Nelson,
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Nelson Transitional Licensing Seminar – a joint FMA and Financial Advice NZ initiative Following on from the FMA seminars in the major cities, Financial Advice NZ and the FMA are now bringing this important seminar to the regions. The free two-hour seminars will talk through all the key aspects of transitional licensing including a reminder of the time frames and new requirements, plus case studies showing the options of how to operate in the new regime under different business structures. The…

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Central Region Christmas Function

November 26 @ 12:00 pm - 3:00 pm NZDT
United Manawatu Masonic Centre, 395 – 397 Church Street
Palmerston North, New Zealand
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Central Region Christmas Function To be held on the 26th November 2019 at the United Manawatu Masonic Centre, The Ashlar lounge 395 – 397 Church Street, Palmerston North Enjoy the company of your Financial Advice New Zealand colleagues for an well received Christmas lunch. The meal will be accompanied with matched wine which has been selected by our local wine expert Duncan from ‘The Village Wine Trader’. Duncan will provide an explanation of each of these fine wines throughout the course of the festivities.…

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The Insurers 2020 View of Licensing and Regulatory Changes

November 27 @ 11:00 am - 12:00 pm NZDT
Online, Link to watch/listen will be sent to registrants on the day before the event New Zealand

The Insurers 2020 View of Licensing and Regulatory Changes The new FMC Act legislation and licensing regulations regime starts on 29 June 2020 and will affect all those involved in financial advice services. Join us and a panel of speakers from major New Zealand insurers as they discuss; commercial arrangement versus licensing requirements, FAPs and timelines, an update of Conduct of Financial Institutions (CoFI) and the long-term outlook for the insurance sector - given the legislative reforms. Facilitated by Andrew…

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Canterbury/Nelson Christmas Event

November 29 @ 4:00 pm - 7:00 pm NZDT

Canterbury/Nelson Christmas Event       To be held on the 29th of November 2019 from 4-7pm at The Fermentist Christchurch. Agenda 4.00pm - Arrival 5.00pm - Nibbles Drinks will not be provided but can be purchased from the bar. To register your attendance please complete the form below.

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December 2019

Residential Property Lending Strand 3 day Workshop

December 2 @ 8:15 am - December 4 @ 4:00 pm NZDT
Professional IQ College, Level 5, 280 Queen Street
Auckland, New Zealand

This course has been jointly developed between Financial Advice New Zealand and Professional IQ College (PIQ), with input from the major banks.

The course includes NZQA accredited Residential Property Lending Strand training and business and specialist lending.  As well as attending the three-days course, you will be required to complete 4 unit standard assessments after the course to receive the Residential Property Lending Strand Certificate. Click to find out more.

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