Central Regional Meeting February 22nd – Virtual

February Central Regional Meeting - Virtual   To be held on Tuesday, 22nd February 2022 via Zoom   Guest Speaker Guy Mordaunt New CEO of Property Brokers Topic Guy will be providing an update on the Realty sector and will give us an insight into future market trends.   12.00pm start with meeting finishing at […]

How credit and affordability reports can enable a better customer experience and a more informed consumer

Online

How credit and affordability reports can enable a better customer experience and a more informed consumer In this webinar Angus Luffman, Managing Director at Equifax New Zealand, will talk about the fundamentals of credit reports and scores along with the trends he’s seeing in the current credit environment. Angus will also share some tips on […]

CANCELLED – Auckland Regional Meeting February 24th

Remuera Golf Club 120 Abbotts Way,, Auckland, New Zealand

CANCELLED - Auckland Regional Meeting   Unfortunately due to the changes under the red traffic light setting, our speakers are unable to attend this event to present to you. Therefore, regrettably, we have made the decision to cancel this event. We were really looking forward to connecting with everyone and hope we can do so […]

Disputes Resolution Scheme (DRS) panel update

Online

Disputes Resolution Scheme (DRS) panel update Join our Panel to discuss the trends and concerns they have in relation to the complaints they are receiving now the new regime has been implemented. This will include the complaints received with the implementation of the CCCFA. We have the Dispute Resolution Scheme (DRS) providers presenting their views. […]

Professional Ethics Workshop – Thursday, March 10th

Professional Ethics Workshop - Thursday, March 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 […]

101 – How to obtain a Financial Advice Provider (FAP) Licence

Online

101 – How to obtain a Financial Advice Provider (FAP) Licence This webinar will take you through the process of obtaining a full FAP licence step by step. It will discuss the policies and processes you need to have in place to comply with the FMC Act and regulations and the criteria you’ll need to […]

The power of podcasting

Online

The power of podcasting - CANCELLED Unfortunately we have had to cancel this webinar due to COVID reasons. For this webinar we are excited to welcome Victoria Harris from The Curve - a tech savvy, educational platform for women to learn more about money. Victoria will be talking about 'Raising the Curve' - how to create […]

Professional Ethics Workshop – Thursday, March 24th

Professional Ethics Workshop - Thursday, March 24th   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: The risks of cyber threats

Online

The risks of cyber threats Do you know what cyber risks you currently have? Any business that relies on digital technologies and computers needs to be aware of the cyber risks it faces, and how to survive them. In this webinar, Jan Thornborough from Intelligensia who will help you to identify your threats, understand your […]