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June 2024
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 »Dunedin – Financial Advice NZ Connect Tour 2024
Join your peers in Dunedin on 23 July 2024 as we shape the future of financial advice in Aotearoa New Zealand. As we look to the future, our industry is in transition. What made advice businesses successful today will not be the same as what makes them successful tomorrow. Consumer expectations are changing and the regulatory and competitive environment in which financial and mortgage advisers operate is becoming increasingly complex. As an industry, how well, and quickly, we respond to…
Find out more »Christchurch – Financial Advice NZ Connect Tour 2024
Join Katrina Studholme and the Canterbury Regional Branch as the host another great event in Christchurch. The Connect Tour will be held on 24 July 2024. Help shape the future of financial advice in Aotearoa New Zealand.As we will look to the future, our industry is in transition. What made advice businesses successful today will not be the same as what makes them successful tomorrow.Consumer expectations are changing and the regulatory and competitive environment in which financial and mortgage advisers operate…
Find out more »Palmerston North – Financial Advice NZ Connect Tour 2024
Paul O'Brien and the Central Branch host another great event for financial advisers in Palmerston North on 25 July 2024. Join your peers and shape the future of financial advice in Aotearoa New Zealand.As we look to the future, our industry is in transition. What made advice businesses successful today will not be the same as what makes them successful tomorrow.Consumer expectations are changing and the regulatory and competitive environment in which financial and mortgage advisers operate is becoming increasingly…
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