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November 2022
Professional Ethics Workshop – Thursday, November 10th
Professional Ethics Workshop - Thursday, November 10th 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 »April 2023
Bring in the Experts – Special Edition: FMA Update on Regulatory Returns
Join us for this special 1.5-hour webinar with an expert panel from the FMA to discuss in detail Regulatory Returns. Get your questions answered, gain clarity on what is required by each FAP and Financial Adviser to complete the Regulatory Return and understand what new information you need to start capturing now, and how. While the Regulatory Return is not due to be submitted until September 2024 for the period 1 July 2023 – 30 June 2024, it is important…
Find out more »May 2023
Bring in the Expert – SUPER WEDNESDAY – Led by our Risk MAC
Hosted by our RISK Members Advisory Committee, this month’s Super Wednesday features three informative presentations led by industry experts Dean Logan, Cecila Farrow and Steve De Jong. Stay ahead of the curve and learn how to boost your efficiency and streamline workflows with the latest technology, understand how to optimise insurable income for self-employed clients, and clever automated underwriting solutions for pre-existing health conditions. Part 1: Sm8artHealth – led by Steve De Jong, founder and director Sm8rtHealth Part 2: Optimising insurance income for self…
Find out more »Training Webinar: How to use Ontrack – a navigation session by Kaplan Professional
In this webinar, the team at Kaplan Professional will provide a demonstration on how to navigate throughout the Ontrack platform.How do I join the webinar series? Zoom Link– simply click on the link to register for the series. If you register early you will be sent an email with a link directly to the webinar. Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.…
Find out more »Bring in the Experts: Behind the scenes of Cyclone Gabrielle – Moving to a state of emergency, how insurers responded and some personal stories
In this informative and insightful webinar, we’ll dive deep into what happened in the aftermath of Cyclone Gabrielle, how insurers responded, and the personal stories from our financial adviser members that emerged from this unexpected natural disaster. We are honoured to have Mayor Kirsten Wise from Napier City Council join us to share her perspective on the effects of the cyclone in the region and how they responded to the floods. Tony Boon, Head of Claims at Ando Insurance will…
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