Non Lending Speed Dating – Christchurch
Riccarton Park 165 Racecourse Road, Christchurch, New ZealandHosted by Resimac Home Loans alongside Avanti Finance, Bluestone, first Mortgage Trust, Heatland Bank, Liberty, NZCU, Southern Cross Partners and Spotcap. Click event to see agenda.
Code compliance- Managing Conflicts of Interest in Insurance
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandAlan 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 […]
IRD – Spring into action and make tax simpler
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandManaging 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.
Webcast discussion on Alternative Remuneration Paper
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandDarrin Franks & Bruce Cortesi are co-authors of the paper ‘Adviser Remuneration: Creating a positive future for advisers, product providers and New Zealanders’. Jane Eschenbach (Wellington Area, Lower North Island Region) will facilitate this interactive webcast and will explore with Darrin & Bruce the main points of the Alternative Remuneration paper.
Best Practice Spotlight: Implementing a Structured Approach to Discovering Client Values
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandBest 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
Guidelines for Replacement Insurance
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandAdvisers 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.
Residential Property Lending Strand 3 day Workshop
Professional IQ College Level 5, 280 Queen Street, Auckland, New ZealandThis 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 […]
Central Branch Meeting
BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New ZealandSpeaker Dr Claire Matthews will talk about the “Current issues in the financial world”
An Adviser Guide to Responsible Investing
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandResponsible 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.
Russell Investments New Zealand Summit
Hilton Hotel Princes Wharf, 147 Quay Street, Auckland, New ZealandOur Summit will provide insights from international and local speakers on issues and opportunities facing investors for the year head. A detailed Summit agenda will be available soon.
