Events Search and Views Navigation
June 2024
Bring in the Experts: Post Budget Webinar – Economic and Consumer Impacts
Join us for a Post-Budget Special webinar, featuring a leading economist discussing their perspectives of the National Budget’s impact on the economy and New Zealanders. Sumita Paul, Financial Planning and Investment Member Advisory Committee, John Bolton (JB), founder of Squirrel, and Miles Workman, Senior Economist, ANZ, will share their insights about the Budget's impact on your clients. This session will provide you with a deeper understanding of the new fiscal policies, tax reforms, and government spending plans. Key highlights: Macroeconomic…
Find out more »Central Branch Regional Meeting
Our Central Branch have a great session planned for June. Topic: Where actions and investments can make a difference to the city's economic prosperity. With guest speaker Stacey Andrews, City Economist at Palmerston North City Council Stacey will provide an update on the economic performance of Palmerston North, alongside international and domestic factors impacting economic conditions and the outlook for 2024. Stacey has been working at Palmerston North City Council as City Economist since August 2022, after six years at…
Find out more »Bring in the Experts: Shaping the Future of Financial Advice in New Zealand
With three months under his belt as Chief Executive Officer and following hundreds of conversations over that time with our members, partners and key organisations across the sector, Nick Hakes is ready to share his vision for Financial Advice NZ. Nick strongly believes that our future success will be achieved through being an adviser driven, high engagement professional body. Join us in this webinar to: - Gain an understanding of the strategic objectives for the next 3 years - Get insights…
Find out more »Bring in the Experts: How to use FMA’s online regulatory return portal
All licensed Financial Advice Providers (FAP) are required to complete their Financial Markets Authority (FMA) annual regulatory return by 30 September 2024. Dhasha Ratnayaka, Senior Adviser at the FMA will guide you through using the online form and submitting the FAP regulatory return via the FMA portal in this upcoming webinar. Please note that the webinar won't cover the specific contents of the regulatory return question set or discuss submission details. If you register early, you will be sent an email…
Find out more »July 2024
Professional Development Planning
One of the hallmarks of a professional is the commitment to ongoing investment in their knowledge and skills. The purpose of a professional development planning process is to enable you to identify the areas of your knowledge, skill and competency that you want to develop to enable you to achieve your personal and business development objectives. We have updated our professional development templates to support you to create a comprehensive plan which aligns more effectively with your standard 9 Code…
Find out more »
