Friday, September 17th, 2021 – Professional Ethics Workshop.
OnlineFriday, September 17th, 2021 – Professional Ethics Workshop. 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 […]
Toolkit for FAP Directors
OnlineSo you’re now a director of a FAP. Do you know what your obligations are and how to apply good governance to your business? In this webinar we will deliver a practical workshop focusing on responsibilities and governance for Directors of smaller FAPs. We will provide a workbook and tools to help learn more about […]
September general meeting of the Central Branch of Financial Advice New Zealand
September general meeting of the Central Branch of Financial Advice New Zealand To be held on Tuesday, 28th September 2021 at BDO Level 1, 32 Amesbury Street, Palmerston North Guest Speaker Dr Pushpa Wood Director - Financial Education and Research Centre, Massey University Topic Dr Pushpa Wood will be discussing financial planning 12.00pm Lunch with […]
Financial Advice New Zealand – The new draft Constitution
OnlineAfter months of consultation and feedback we are delighted to present our members with the new draft constitution for consideration. The constitution and rules (bylaws) are key governance documents and ensure the organisation has the correct mechanisms for a vibrant, modern pathway forward. This webinar allows you have to your final input before the Constitution […]
Bring in the Experts: NZ property update with Corelogic
OnlineFor this webinar we are excited to welcome back Nick Goodall to run us through the important data that Corelogic have to share about our property market in NZ. Join us to learn more from Nick about the asset class that is dear to our hearts in NZ. How do I join the webinar […]
Bring in the Experts: Taking care of your clients when you can’t – how to include a locum adviser agreement in your BCP
OnlineBring in the Experts: Taking care of your clients when you can't - how to include a locum adviser agreement in your BCP You’re a solo adviser running your own Licensed FAP. Let’s talk about why is having a locum adviser agreement is a good strategy. How does a locum adviser fit in with your […]
Bring in the Experts: Staying compliant with business replacement strategies
OnlineBring in the Experts: Staying compliant with business replacement strategies Replacement of products can be contentious when it is seen to be maximising advisers revenue. However, we know good advice allows the adviser to recommend the best solution to meet the needs and goals of their clients. In this webinar we have a panel of […]
October general meeting of the Central Branch of Financial Advice New Zealand
October general meeting of the Central Branch of Financial Advice New Zealand To be held on Tuesday, 26th October 2021 at BDO Level 1, 32 Amesbury Street, Palmerston North Guest Speaker Peter Crawford Palmerston North City Council Economic Policy Adviser Topic Economic update for Manawatu and Whanganui 12.00pm Lunch with meeting finishing at 2pm Cost: $20 […]
October meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand
October meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand To be held on Tuesday 26th October at the Russley Golf Club Doors open at 1:45pm, presentation to start at 2pm This presentation will be focusing on Relationship Property matters and cover the following aspects: An introduction to the Property (Relationships) Act When might […]
Panel discussion with the experts – The new competency requirements – do you know what they are?
OnlinePanel discussion with the experts - The new competency requirements - do you know what they are? To provide regulated financial advice under the new regime, you need to comply with the Code of Professional Conduct for Financial Advice Standards. In particular, Part 2 – Competence, Knowledge and Skill. These have changed in the new […]
