Dimensional Fund Advisers Monthly Webinar Series Webinar 3 – Perspectives on Market Volatility Thursday 27th of August 2020 10:00am 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 Matt McKay, Regional […]

Bring in the Experts: Rhiannon McKinnon to discuss the "State of the Investor Nation" report This webinar will be presented by Rhiannon McKinnon from Kiwi Wealth on the “State of the Investor Nation report which provides a comprehensive understanding of Kiwis’ perceptions of their own wealth and confidence. The report uniquely provides a snapshot of […]

Bring in the Experts: Unlocking the Code in the New Financial Advice Regime Part 1 This webinar is the first in a series of “Unlocking the New Financial Advice Regime”. This series is designed for financial advisers who provide financial advice to retail clients to ensure they understand their obligations under Section 431M of the FMC […]

Bring in the Experts: Panel Discussion: Obtaining or Updating your Level 5 Qualification in Financial Services This webinar will discuss obtaining or updating your New Zealand Certificate in Financial Services (Level 5, Version 2). If you are unsure as to what is involved, what you will learn or whether you need to update your current […]

Financial Advice NZ Virtual/Regional Conference - Auckland Register View Schedule We are excited to invite you to join us for our Financial Advice New Zealand 2020 Conference. Who would have predicted that 2020 would be the year of a global pandemic? It has bought uncertainty, challenges, and opportunities both personally and professionally. In these times […]

Financial Advice NZ Virtual/Regional Conference – Wellington Register View Schedule We are excited to invite you to join us for our Financial Advice New Zealand 2020 Conference. Who would have predicted that 2020 would be the year of a global pandemic? It has bought uncertainty, challenges, and opportunities both personally and professionally. In these times […]

Financial Advice NZ Virtual/Regional Conference – Christchurch Register View Schedule We are excited to invite you to join us for our Financial Advice New Zealand 2020 Conference. Who would have predicted that 2020 would be the year of a global pandemic? It has bought uncertainty, challenges, and opportunities both personally and professionally. In these times […]

Financial Advice NZ Virtual/Regional Conference – Dunedin Register View Schedule We are excited to invite you to join us for our Financial Advice New Zealand 2020 Conference. Who would have predicted that 2020 would be the year of a global pandemic? It has bought uncertainty, challenges, and opportunities both personally and professionally. In these times […]

You are invited to attend the September meeting of the Central Branch of Financial Advice New Zealand This meeting is being held on Tuesday, 29th September 2020. Venue: The BNZ meeting rooms at 203 Broadway Avenue, Palmerston North. Guest Speaker: Sue Fordyce Barrister and Solicitor 'Update on all legal matters including Trusts' Time: 12.00pm Lunch with meeting finishing […]

Bring in the Experts: Unlocking the Code in the New Financial Advice Regime Part 2 This webinar is the second series of webinars “Unlocking the New Financial Advice Regime”. This series is designed for financial advisers who provide financial advice to retail clients to ensure they understand their obligations under Section 431M of the FMC […]