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April 2021
Bring in the Experts – Economic Series Part 4 – Update on the Insurance Markets
Bring in the Experts - Wednesday 21 April - Economic Series Part 4 - Update on the Insurance Markets For our insurance specialists and financial advisers - we have a panel of insurance experts discussing the insurance sector and what we need to be aware of. Details of panelist below. How do I join the webinar series? Zoom Link – simply click on the link to register for the series Can I ask questions during the webinar? Members will be provided the opportunity to…
Find out more »Central Regional Meeting – 27th April 2021
You are invited to attend the April meeting of the Central Branch of Financial Advice New Zealand This meeting is being held on Tuesday, 27th April 2021 Venue: The BNZ meeting rooms at 203 Broadway Avenue, Palmerston North. Guest Speaker: David Lanham CEO of Palmerston North Airport Great news to be heard Time: 12.00pm Lunch with meeting finishing at 2pm Cost: $20 incl GST includes lunch No cash will be accepted at the event. All attendees must register online. Registration closes 23rd April
Find out more »Bring in the Experts – Financial Markets Authority Update – Start right – your first 90 days as a FAP
Bring in the Experts -Wednesday 28th April - Financial Markets Authority Update - Start right – your first 90 days as a FAP The new financial advice regime has launched – so how are you tracking? The FMA’s John Botica and Derek Grantham provide an overview of key steps for success in your first 90 days as a FAP. This update will allow advisers to get a better understanding of what the regulator is considering and what areas they have concerns…
Find out more »May 2021
Wednesday, May 5, 2021 – Professional Ethics Workshop
Wednesday, May 5, 2021 - Professional Ethics Workshop. 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…
Find out more »Bring in the Experts – Privacy Law Requirements
Bring in the Experts -Wednesday 5th May - Privacy Law Requirements The Office of the Privacy Commissioner will deliver a webinar on the new Privacy Act 2020. The new Act has affected all businesses and anybody who obtains personal details. The new Act has meant significant changes for businesses in New Zealand. In many instances, the Act highlighted how many businesses where already non-compliant with existing legislation and has bought the need to be compliant to the forefront. This is…
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