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May 2023
Training Webinar: How to use Ontrack – a navigation session by Kaplan Professional
In this webinar, the team at Kaplan Professional will provide a demonstration on how to navigate throughout the Ontrack platform.How do I join the webinar series? Zoom Link– simply click on the link to register for the series. If you register early you will be sent an email with a link directly to the webinar. Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.…
Find out more »Bring in the Experts: Behind the scenes of Cyclone Gabrielle – Moving to a state of emergency, how insurers responded and some personal stories
In this informative and insightful webinar, we’ll dive deep into what happened in the aftermath of Cyclone Gabrielle, how insurers responded, and the personal stories from our financial adviser members that emerged from this unexpected natural disaster. We are honoured to have Mayor Kirsten Wise from Napier City Council join us to share her perspective on the effects of the cyclone in the region and how they responded to the floods. Tony Boon, Head of Claims at Ando Insurance will…
Find out more »Professional Ethics Workshop – Friday, May 12th
Professional Ethics Workshop - Friday, May 12th from 9am - 12pm 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…
Find out more »Bring in the Experts: ACC Update: Cover for self-employed sole traders and shareholders
Join Philip Southgate from ACC for an update on the latest changes to ACC Cover Plus and Cover Plus Extra for self-employed sole traders and partners, and workplace cover for shareholders.This webinar will provide a comprehensive overview of the key differences between ACC Cover Plus and ACC Cover Plus Extra (CPX), as well as the updates to the maximum and minimum levels of cover for the coming financial year for both products.Philip will also discuss ACC CPX for newly self-employed…
Find out more »Bring in the Experts: EXCLUSIVE – Budget Update by Cameron Bagrie
Following the release of the New Zealand Budget on 18 May, gain valuable economic insights and analysis from experienced and independent economist Cameron Bagrie, Chief Economist and founder of Bagrie Economics.Cameron’s deep understanding of financial markets, combined with complete independence from any financial organization, allows him to deliver an honest analysis of trends and figures without spin or over-complication. His direct, straight-talking approach and ability to communicate trends and developments in layperson’s terms will give advisers a framework to relay…
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