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. […]

The New Zealand Adviser Wellbeing Research – how do we create healthier, longer, better lives for advisers? This webinar is all about you! For your business to be in good shape, you need to be in good shape. This is why AIA recently sponsored a nationwide research project, with the aim of a better understanding […]

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 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 - 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   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 […]

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 […]

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. […]