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August 2021
Financial Advice NZ – Money Week – Insurance Planning
Financial Advice NZ -Tuesday 11th August - Money Week - Insurance Planning Do you need insurance? Do you need to protect your income, health, mortgage or children? At different stages of our lives we require different insurance to give us peace of mind we are protected if the unexpected occurs. We have Dean Logan joining our webinar to help answer questions you may have and give more information on the types of personal insurance cover that are available. How do…
Find out more »Financial Advice NZ – Money Week – Investment Planning
Financial Advice NZ -Thursday 12th August - Money Week - Investment Planning Whether it’s shares, managed funds or even property it can be difficult to navigate what investment is the best option for you. We all have different risk profiles depending on our age, stage and circumstances in life. We will have Paul Sewell joining us on this webinar and he will give you a highlight on the different options which are available for you. How do I join the…
Find out more »Financial Advice NZ – Money Week – Retirement Planning
Financial Advice NZ - Friday 13th August - Money Week - Retirement Planning Want financial freedom when you are ready to retire? This webinar is about gaining the knowledge you require to ensure you can enjoy your retirement. It is never to late too have this conversation and to action a plan for your financial security in your action packed retirement. Join now for this webinar. How do I join the webinar series? Zoom Link – simply click on the link…
Find out more »Friday August 20th 2021 – Professional Ethics Workshop.
Friday, August 20th, 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 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…
Find out more »Accredited Investment Fiduciary® (AIF®) 2-day Training Program
This is a 2-day classroom based course which concludes with an examination in order to apply for and earn the AIF® Designation. The course will give you the opportunity to: become an Accredited Investment Fiduciary® designee absorb the Fiduciary Prudent Practices and how to apply them understand the basis for, and benefits of, fiduciary standards of excellence identify when an individual or organization may be deemed to have fiduciary status strengthen your own and your clients’ fiduciary policies and procedures The course covers practices and criteria organised under…
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