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October 2021

Bring in the Experts: Staying compliant with business replacement strategies

October 20 @ 10:00 am - 11:00 am NZDT
Online

Bring in the Experts: Staying compliant with business replacement strategies Replacement of products can be contentious when it is seen to be maximising advisers revenue. However, we know  good advice allows the adviser to recommend the best solution to meet the needs and goals of their clients. In this webinar we have a panel of experts to discuss the key principles to making sure any replacement of products result in good outcomes for your clients. Business being replaced is not…

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October general meeting of the Central Branch of Financial Advice New Zealand

October 26 @ 12:00 pm - 2:00 pm NZDT

October general meeting of the Central Branch of Financial Advice New Zealand To be held on Tuesday, 26th October 2021 at BDO Level 1, 32 Amesbury Street, Palmerston North Guest Speaker Peter Crawford Palmerston North City Council Economic Policy Adviser Topic Economic update for Manawatu and Whanganui 12.00pm Lunch with meeting finishing at 2pm Cost: $20 inc GST All attendees must register online. Registration closes Friday, 22nd October Click here to register

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October meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand

October 26 @ 1:45 pm - 3:30 pm NZDT

October meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand To be held on Tuesday 26th October at the Russley Golf Club Doors open at 1:45pm, presentation to start at 2pm This presentation will be focusing on Relationship Property matters and cover the following aspects: An introduction to the Property (Relationships) Act When might the Act apply to your clients? Contracting Out Agreements – What are they? Who might need one, when & why? Separation – what’s the process…

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Panel discussion with the experts – The new competency requirements – do you know what they are?

October 27 @ 10:00 am - 11:00 am NZDT
Online

Panel discussion with the experts - The new competency requirements - do you know what they are? To provide regulated financial advice under the new regime, you need to comply with the Code of Professional Conduct for Financial Advice Standards. In particular, Part 2 – Competence, Knowledge and Skill. These have changed in the new regime and for some financial advisers the competency requirements are much higher. If you breach these competency standards it will impact on your FAP and…

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November 2021

Financial Advice NZ AGM

November 15 @ 1:00 pm - 5:00 pm NZDT
Wellington

More details to follow. To be held day before the conference. Location: Wellington

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