This 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.

How 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 […]

This 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 […]

Wondering 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. […]

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 […]

What 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 […]

Advisers 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 […]

This 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 […]