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September 2021
Toolkit for FAP Directors
So you’re now a director of a FAP. Do you know what your obligations are and how to apply good governance to your business? In this webinar we will deliver a practical workshop focusing on responsibilities and governance for Directors of smaller FAPs. We will provide a workbook and tools to help learn more about your role as a Director of a FAP and how to demonstrate good governance regardless of the size of your business. This is a must…
Find out more »September general meeting of the Central Branch of Financial Advice New Zealand
September general meeting of the Central Branch of Financial Advice New Zealand To be held on Tuesday, 28th September 2021 at BDO Level 1, 32 Amesbury Street, Palmerston North Guest Speaker Dr Pushpa Wood Director - Financial Education and Research Centre, Massey University Topic Dr Pushpa Wood will be discussing financial planning 12.00pm Lunch with meeting finishing at 2pm Cost: $20 inc GST All attendees must register online. Registration closes Monday, 29th September by 12pm
Find out more »Financial Advice New Zealand – The new draft Constitution
After months of consultation and feedback we are delighted to present our members with the new draft constitution for consideration. The constitution and rules (bylaws) are key governance documents and ensure the organisation has the correct mechanisms for a vibrant, modern pathway forward. This webinar allows you have to your final input before the Constitution is taken to the AGM in November for members to vote on its acceptance. Sue Brown, Chair of the Board and Katrina Shanks CEO will…
Find out more »October 2021
Bring in the Experts: NZ property update with Corelogic
For this webinar we are excited to welcome back Nick Goodall to run us through the important data that Corelogic have to share about our property market in NZ. Join us to learn more from Nick about the asset class that is dear to our hearts in NZ. How do I join the webinar series? Zoom Link – simply click on the link to register for the series Can I ask questions during the webinar? Members will be provided the opportunity to…
Find out more »Bring in the Experts: Taking care of your clients when you can’t – how to include a locum adviser agreement in your BCP
Bring in the Experts: Taking care of your clients when you can't - how to include a locum adviser agreement in your BCP You’re a solo adviser running your own Licensed FAP. Let’s talk about why is having a locum adviser agreement is a good strategy. How does a locum adviser fit in with your plans to continue to service your clients in the event that you are not available? It could be a long holiday or an unexpected event…
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