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.
The Client Experience: Good to Great
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandThe client experience matters for two very important reasons: as a source of new business to help you achieve growth goals, and to help retain your existing clients.Please join Regional Director James Trude, who will share some practical insights into how to elevate the client experience within your advice business from good to great!
Share Conference
Pullman Hotel Corner Princes Street and Waterloo Quadrant, Auckland, New ZealandThis year’s theme will be “Match Fit“. This conference will be a great opportunity to discuss changes in our industry, our organisation and reflect on our many positive relationships with key suppliers.
Cant/Nel Regional Meeting
TBCPutting the “success” in succession planning. Regardless of our own Adviser industry speciality, it is crucial that as Advisors, we are across the subject of personal succession planning for ourselves, and our clients. Whether you offer Financial Planning or not, you need to know the basics and the options so you can broach the subject […]
Navigating Level 5 – 1 day course – Core Component
Professional IQ College Level 5, 280 Queen Street, Auckland, New ZealandFinancial Advice New Zealand is announcing the launch of its 1-day courses ‘Navigating Level 5’ - open exclusively for our Members from April 2019. Click the event to find out more.
Navigating Level 5 – 1 day course – Life & Health Insurance
Professional IQ College Level 5, 280 Queen Street, Auckland, New ZealandFinancial Advice New Zealand is announcing the launch of its 1-day courses ‘Navigating Level 5’ - open exclusively for our Members from April 2019. Click the event to find out more.
