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March 2020

Kernel Presents: S&P Dow Jones Indices Financial Adviser Round Table

March 9 @ 9:00 am - March 11 @ 3:30 pm NZDT

Kernel Presents: S&P Dow Jones Indices Financial Adviser Round Table Join Kernel and S&P Dow Jones Indices for an adviser round-table with guest speaker, Tim Edwards - MD of Index Investment Strategy where he will discuss: the benefits of indexed investing; implementing indexed investment strategies into a portfolio; provide insights into global trends and the latest S&P DJI research. The session is free and will run for approx 1 hour, with the chance for Q&A with Tim and the Kernel…

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Central Regional Meeting – 31st March 2020

March 13 @ 12:00 pm - 2:00 pm NZDT
BNZ Meeting Rooms, 203 Broadway Ave
Palmerston North, New Zealand
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You are invited to attend the March meeting of the Central Branch of Financial Advice New Zealand This meeting is being held on Tuesday, 31st March 2020. Venue: The BNZ meeting rooms at 203 Broadway Avenue, Palmerston North. Guest Speaker: Dr Claire Matthews Claire will be providing updates regarding: The changing credit card market, The prospect of Kiwibank buying BNZ, The latest review of retirement income policy from the Commission for Financial Capability Time: 12.00pm Lunch with meeting finishing at 2pm Cost: $20 incl GST…

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Residential Property Lending Strand 3 day Workshop

March 16 @ 8:15 am - March 18 @ 4:00 pm NZDT
Professional IQ College, Unit 4D, 2B William Pickering Drive
Auckland, New Zealand
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Workshop Overview This workshop has been jointly developed between Financial Advice New Zealand and Professional IQ College (PIQ), with input from the major banks. The workshop includes NZQA accredited Residential Property Lending Strand training and business and specialist lending.  As well as attending the three-day workshop, you will be required to complete 4 unit standard assessments after the course to receive the Residential Property Lending Strand Certificate. You have up to 3 months to complete this. The course’s practical format…

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Where do Returns Come From?

March 19 @ 2:00 pm - 2:30 pm NZDT
Online, Link to watch/listen will be sent to registrants on the day before the event New Zealand

Where do Returns Come From? How can you reliably outperform the market? Where do returns come from? And how can you communicate these concepts to your clients? Please join us for a webcast with Portfolio Manager, Slava Platkov, and Regional Director, Tom Fellowes, to explore a clear framework through which to view different investment approaches. Bios Slava Platkov joined Dimensional in 2012 after previously working for a large Australian superannuation fund and a large global investment consulting firm. His experience…

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Bring in the Experts Webinar Series on COVID-19 – Sector Wide

March 25 @ 10:00 am - 11:00 am NZDT

Webcast #1/4 A series of four interactive webcasts on the impact of COVID-19 Getting through to recovery – with Tony Alexander Wednesday 25 March 10-11am Tony Alexander is one of New Zealand's most experienced economists. Out on his own now and speaking in plain language he looks at the nature of the shock hitting our economy and asks whether this is truly as bad as 1987 or the GFC as some are claiming. He thinks not and will explain his…

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