Kepa Conference
SKYCITY Auckland Convention Centre 88 Federal St, Auckland, New ZealandThe theme of our conference this year is “Straight Up: The straightforward approach to business”, and this is reflected on many facets.
Insurance Council of NZ Conference
Two themes run through this year’s conference – climate change implications for insurers and consumer trust and confidence in our sector.
Know the Code
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandThis webcast is specifically targeted for Members who are AFAs. If you a Member who is an RFA please attend the webcast on 6 December at 11am.
“Know Your Client” Edge – Lessons from Value Proposition Trail
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandHow are you evolving your advice value proposition to stay ahead? Leading planners are using deeper client knowledge to blaze new trails in creating value for their clients. To find […]
Know the (new) Code – for RFAs
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandThis webcast is specifically targeted for Members who are RFAs. If you a Member who is an AFA please attend the webcast on 5 December at 11am Andrew will take […]
Banks – Lending Criteria 2019 – Update
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandWondering about any changes to lending criteria this year? Angi Mann talks to the big four banks about any changes in lending criteria for 2019 and what to prepare for. […]
Perspectives on Market Volatility
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandWhile 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 […]
What is Fairness? A discussion on what is/ is not fair
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandWhat is Fairness? A discussion on what is/ not fair The draft Financial Advice Code released in October 2018 states in code standard 1 “Treat clients fairly and act in […]
Guidelines for Replacement Lending
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 […]
Mortgage Lending – for New Advisers Course Feb 2019
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 […]