Bring in the Experts: Economic Update with Cameron Bagrie
OnlineWednesday 12th October, 10am - Bring in the Experts: Economic Update with Cameron Bagrie The global economy continues to twist and turn as inflation impacts on many countries, the Russia/Ukraine war continues, and we still feel the impact of COVID and supply chain issues. In NZ, we continue to battle inflation, rising prices, credit limitations, […]
Bring in the Experts: FMA – What are Regulatory Returns? The consultation has begun.
OnlineWednesday 19th October - Bring in the Experts: FMA - What are Regulatory Returns? The consultation has begun. Regulatory Returns are Standard Condition 3 for full FAP licences. The consultation process has begun, and today you have the opportunity hear direct from the FMA on what this means for directors of FAPs, financial advisers, and […]
Central Regional Meeting October 25th
BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New ZealandOctober meeting of the Central Branch of Financial Advice New Zealand To be held on Tuesday, 25th October 2022 at the BNZ meeting rooms 203 Broadway Ave, Palmerston North at 12pm Guest Speaker Stacey Bell - City Economist Topic Manawatu economy update 12.00pm start with lunch finishing at 2pm Cost $20 incl GST RSVP by 12pm […]
Bring in the Experts: What does servicing your clients look like in the new regime?
OnlineWednesday 26th October - Bring in the Experts: What does servicing your clients look like in the new regime? We have another great panel discussion lined up for this webinar. Our experts will share their views and thoughts on what the expectations are around looking after clients under the new regime. Have you changed your […]
Canterbury/Nelson Regional Meeting October 28th
Russley Golf Club 428 Memorial Av, Christchurch, New ZealandOctober meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand To be held on Friday, 28th October 9am at the Russley Golf Club Doors open at 8:30am, event to begin at 9am The weather is warming up and we are enjoying more chances to connect with each other. Join us in October to brush up […]
Super Wednesday – Lending
OnlineWednesday 2nd November - Super Wednesday – Lending Judy Steiner, MAC Chair, will lead the discussion this Super Wednesday with the Lending MAC. What’s your value proposition? How do you incorporate your disclosure documents into your advice process to build trust and value with your clients? This is a great opportunity for you to ask […]
Bring in the Experts – How to interpret a set of financial statements.
OnlineBring in the Experts - Wednesday 9th November - How to interpret a set of financial statements. This webinar is designed to provide a 101 on what financial statements are (and the new requirements) and how to analyse financial statements to obtain a better understanding of the financial position. There are a number of key […]
Professional Ethics Workshop – Thursday, November 10th
OnlineProfessional Ethics Workshop - Thursday, November 10th 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 […]
Bring in the Experts – Understanding markets during turbulent times
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandBring in the Experts - Wednesday 16th November - Understanding markets during turbulent times “How to advise your clients when they are starting to panic” In these uncertain times it can be hard to know how to advise your clients when the markets are not behaving in their normal patterns. Many clients are now starting […]
Bring in the Experts – FMA Thematic Review on wholesale investing
OnlineBring in the Experts - Wednesday 23th November - FMA Thematic Review on wholesale investing FMA review on wholesale investing and the use, confirmation, and acceptance, of eligible investor certificates The Financial Markets Authority (FMA) has found several conduct concerns in the wholesale property investment sector, and issued seven formal warnings. The FMA commenced a […]
