Hawke's Bay Regional Meeting   Join us and Katrina Shanks - Financial Advice NZ CEO for lunch and a discussion regarding an update on the financial services sector and obtaining a Financial Advice Provider (FAP) full licence. This is an open forum where we can discuss the requirements of full licensing, the process required to apply […]

Overcoming barriers to obtain your full FAP licence with the FMA If you are intending to apply for a full FAP licence join the FMA team on this webinar to discuss the requirements of obtaining a licence. There are seven standard conditions which are required to be met to obtain a licence. These are: 1. […]

NZ Income Insurance Scheme Discussion The government have proposed a new Government Insurance Scheme as a new way of better protecting workers and the economy. This will have a significant impact on New Zealanders and the access to insurance. The proposal includes: • supporting workers with 80% of their income for up to seven months […]

Did you know there are globally recognised financial planning marks which can be obtained in New Zealand? Did you also know the Trusted Adviser mark is a NZ recognised mark which reflects your commitment to your profession standing above the base legislative requirements to provide financial advice? Symbols of excellence in financial planning and risk […]

Central Regional Meeting April 26th   To be held on Tuesday, 26th April 2022 at the The Marist Club, 19 Pascal Street, Palmerston North at 12pm   Guest Speaker Sue Fordyce Topic Sue will give an update on legal matters including trends & law changes affecting our clients & the public at large. 12.00pm start […]

Bring in the Experts: Super Wednesday - Licensing Workshop with the FMA This is your opportunity to start the licensing process with expert guidance directly on hand to answer your specific questions and help you with any areas you get stuck on as you go. This Licensing Workshop with the FMA will be run a […]

Bring in the Experts: Economic update with Tony Alexander It's a challenging time for Kiwis as our economy becomes more and more stretched from the impacts of inflation, supply constraints and disruption, rising interest rates...the list goes on. Must be time to call in our expert economist Tony Alexander who will share his insights and […]

Professional Ethics Workshop - Thursday, May 5th   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 […]

Bring in the Experts: Tools for your business part 1: How to get the most out of Xero Xero is one of the world’s most popular accounting software programs. You can use it to streamline your bookkeeping, view and analyse your financial data, automate repetitive tasks, and make your accounting processes more painless. But like […]

Bring in the Experts: Tools for your business part 2: Make your business smarter This webinar is all about reviewing and refreshing your business tools by learning how certain apps can improve productivity in your financial adviser practice. We are excited to welcome Heather Smith, Chartered Accountant, and author of ‘Xero for Dummies’ and ‘Learn […]