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October 2019
Residential Property Lending Strand 3 day Workshop
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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Update on Licensing – questions and answers
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…
Find out more »Central Regional Meeting – 29th October 2019
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…
Find out more »November 2019
Auckland Regional Meeting
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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