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July 2022

Bring in the Experts – Tools for your business: adviser guides and resources from the FMA

July 20 @ 10:00 am - 11:00 am NZST
Online
Bring in the Experts

Bring in the Experts - Tools for your business: adviser guides and resources from the FMA We are delighted to welcome back the FMA for another practical webinar packed with tips and tools for you to implement right now in your business. The FMA will walk you through some of their many useful guides and resources developed specifically for adviser businesses and help you to get the most out of them – from record keeping, to cyber security, to applying…

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Professional Ethics Workshop – Thursday, July 28th

July 28 @ 8:00 am - 5:00 pm NZST
Online
Professional Ethics Course

Professional Ethics Workshop - Thursday, July 28th 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 speaking up, along with an examination of risks, challenges and ethical dilemmas. It refers to the Code of Professional Conduct for Financial Advice Providers and…

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August 2022

Professional Ethics Workshop – Thursday, August 18th

August 18 @ 9:00 am - 12:00 pm NZST
Online
Professional Ethics Course

Professional Ethics Workshop - Thursday, August 18th 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 speaking up, along with an examination of risks, challenges and ethical dilemmas. It refers to the Code of Professional Conduct for Financial Advice Providers and…

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September 2022

Professional Ethics Workshop – Thursday, September 15th

September 15 @ 9:00 am - 12:00 pm NZST
Online
Professional Ethics Course

Professional Ethics Workshop - Thursday, September 15th 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 speaking up, along with an examination of risks, challenges and ethical dilemmas. It refers to the Code of Professional Conduct for Financial Advice Providers and…

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