This webcast is specifically targeted for Members who are AFAs.  If you a Member who is an RFA please attend the webcast on 6 December at 11am.

How are you evolving your advice value proposition to stay ahead? Leading planners are using deeper client knowledge to blaze new trails in creating value for their clients. To find out more and register click here

This webcast is specifically targeted for Members who are RFAs. If you a Member who is an AFA please attend the webcast on 5 December at 11am Andrew will take you through the new (draft) Financial Advice Code and how your obligations as a future ‘Financial Adviser’ will differ somewhat from your obligations under the […]

Wondering about any changes to lending criteria this year? Angi Mann talks to the big four banks about any changes in lending criteria for 2019 and what to prepare for. This is an interactive webcast - and you will be able to ask questions of the panelists. To find out more and register click here.

While market volatility can create anxiety for some, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than good. Please join us for a webcast with Tom Fellowes, Regional Director, to provide perspectives on capital markets, previous market declines, volatility, and the importance of investor discipline. To find […]

What is Fairness? A discussion on what is/ not fair The draft Financial Advice Code released in October 2018 states in code standard 1 “Treat clients fairly and act in their interests”. Further “Be fair and reasonable” is a key principle of your Professional Promise* to your clients; so what ‘fair’ is and is not […]

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 […]

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 […]

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 […]

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 KiwiSaver scheme what are the guidelines and […]