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 […]

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 […]

October general meeting of the Central Branch of Financial Advice New Zealand To be held on Tuesday, 26th October 2021 at BDO Level 1, 32 Amesbury Street, Palmerston North Guest Speaker Peter Crawford Palmerston North City Council Economic Policy Adviser Topic Economic update for Manawatu and Whanganui 12.00pm Lunch with meeting finishing at 2pm Cost: $20 […]

October meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand To be held on Tuesday 26th October at the Russley Golf Club Doors open at 1:45pm, presentation to start at 2pm This presentation will be focusing on Relationship Property matters and cover the following aspects: An introduction to the Property (Relationships) Act When might […]

Panel discussion with the experts - The new competency requirements - do you know what they are? To provide regulated financial advice under the new regime, you need to comply with the Code of Professional Conduct for Financial Advice Standards. In particular, Part 2 – Competence, Knowledge and Skill. These have changed in the new […]

No jab, no job We are just starting the conversation around what our expectations are in the workplace. Some workplaces have moved to having all employees and clients having two jabs before they can enter the workplace. What is legal and what do our experts think? On this webinar we have a panel of experts […]

Marketing and promotion - sending a clear message to your clients David Greenslade from Strategi will be delivering the new guidance from the FMA around advertising offers of financial products under the FMC Act. Liam Mason, FMA General Counsel, said:  "Advertising can significantly influence people's investment decision making, so its critical that firms' marketing materials […]