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March 2019
Code compliance- Managing Conflicts of Interest in Insurance
Alan Rafe has developed for the insurance sector and powerful research tool to enable you to match your client's risk needs with tailored product. Alan will be demonstrating how to document your advice and structure your Insurance Statement of Advice or Record of Advice to ensure you can robustly defend your recommendations and demonstrate how you have considered and managed any conflicts of interest - especially regarding remuneration and commissions from the products you are recommending. To find out more…
Find out more »IRD – Spring into action and make tax simpler
Managing your tax can be easier when more integrated with your other business processes, and from April this year myIR will have improved online features to make this help you achieve this. Inland Revenue is delivering a transformation programme to make it simpler, more open and certain for New Zealanders to pay their taxes and receive their entitlements. This will also reduce the compliance costs to taxpayers and enable policy changes to be introduced more efficiently.
Find out more »Best Practice Spotlight: Implementing a Structured Approach to Discovering Client Values
Best Practice Spotlight: This is the second webcast in the series based on the research-data from the international collaboration lead by Capital Preferences of USA
Find out more »Residential Property Lending Strand 3 day Workshop
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. The course's practical format prepares new advisers for their regulatory requirements; how to work with…
Find out more »An Adviser Guide to Responsible Investing
Responsible and ethical investment has become a major part of the investment landscape across Australasia, with over half of all investments in Australia, and the vast majority in New Zealand, now being invested responsibly and ethically.
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