Advisers must always act with knowledge, competence and skill in their dealings with clients. Replacing a financial product, even when it is clearly in the client’s interests, can be a higher-risk area for both you and your client. When it comes to recommending to a client a replacement lending product what are the guidelines and processes you follow? To find out more and register click here

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…

Investors are increasingly interested in integrating their values around sustainability and other issues with their investment goals. The big question is how this can be achieved. Providing answers represents an opportunity for advice firms. Please join us for a webcast with Jim Parker, Head of Communications, to explore ideas on how advisors can raise issues in a way that provides useful, practical information for investors around sustainability. To find out more and register click here