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October 2019

Residential Property Lending Strand 3 day Workshop

October 21 @ 8:15 am - October 23 @ 4:00 pm NZDT
Professional IQ College, Unit 4D, 2B William Pickering Drive
Auckland, New Zealand

his 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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INFINZ Conference

October 22

Conference programme and venue has yet to be announced

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Update on Licensing – questions and answers

October 23 @ 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

Update on Licensing – questions and answers Transitional licensing opens early November and we are fielding questions from members about the likely business scenarios they are considering and whether these are optimal or even feasible under the new licensing regime.  Many advisers are balancing the pro and cons of having their FAP licence in their own name (or their company’s) or conversely - joining a larger licensed body that meets their business and compliance needs. In this webcast we will cover…

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Central Regional Meeting – 29th October 2019

October 29 @ 1:00 pm - 3:00 pm NZDT
BNZ Meeting Rooms, 203 Broadway Ave
Palmerston North, New Zealand
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You are invited to attend the October meeting of the Central Branch of Financial Advice New Zealand This meeting is being held on Tuesday, 29th October 2019. Venue: The BNZ meeting rooms at 203 Broadway Avenue, Palmerston North. Guest Speaker: Troy Churton – The Commission for Financial Capability A brief overview of Retirement Income Policy Review,  Retirement Villages and the interface with Aged Care Time: 1.00pm Lunch with meeting finishing at 3pm Cost: $20 incl GST includes lunch - invoices will be…

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November 2019

Auckland Regional Meeting

November 6 @ 2:00 pm - 4:30 pm NZDT
Remuera Golf Club, 120 Abbotts Way,
Auckland, New Zealand
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Auckland Regional Meeting Guest Speakers: Rebekah Swan - ESG Investment Specialist, NZ/Client Advocate/Head of Product/AMP Capital Impact Investing – what is it and how can you advisers incorporate it into a portfolio? Rebekah is the ESG Investment Specialist for New Zealand and also the Head of Product. As our ESG Investment Specialist she works actively in Responsible Investment and with the Sustainable Funds Team at AMP Capital, the industry within New Zealand and is passionate for all things in responsible investment…

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