Residential Property Lending Strand 3 day Workshop
his course has been jointly developed between Financial Advice New Zealand and Professional IQ College (PIQ), with input from the major banks.
The course includes NZQA accredited Residential Property Lending Strand training and business and specialist lending. As well as attending the three-days course, you will be required to complete 4 unit standard assessments after the course to receive the Residential Property Lending Strand Certificate. Click to find out more.
INFINZ Conference
Conference programme and venue has yet to be announced
Update on Licensing – questions and answers
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandUpdate on Licensing – questions and answers Transitional licensing opens early November and we are fielding questions from members about the likely business scenarios they are considering and whether these are optimal or even feasible under the new licensing regime. Many advisers are balancing the pro and cons of having their FAP licence in their own […]
Central Regional Meeting – 29th October 2019
BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New ZealandYou are invited to attend the October meeting of the Central Branch of Financial Advice New Zealand This meeting is being held on Tuesday, 29th October 2019. Venue: The BNZ meeting rooms at 203 Broadway Avenue, Palmerston North. Guest Speaker: Troy Churton – The Commission for Financial Capability A brief overview of Retirement Income Policy Review, […]
Auckland Regional Meeting
Remuera Golf Club 120 Abbotts Way,, Auckland, New ZealandAuckland Regional Meeting Guest Speakers: Rebekah Swan - ESG Investment Specialist, NZ/Client Advocate/Head of Product/AMP Capital Impact Investing – what is it and how can you advisers incorporate it into a portfolio? Rebekah is the ESG Investment Specialist for New Zealand and also the Head of Product. As our ESG Investment Specialist she works actively in […]
Napier Transitional Licensing Seminar
Crown Hotel, Vautier Room 22A Waghorne St, Ahuriri, NapierNapier Transitional Licensing Seminar – a joint FMA and Financial Advice NZ initiative Following on from the FMA seminars in the major cities, Financial Advice NZ and the FMA are now bringing this important seminar to the regions. The free two-hour seminars will talk through all the key aspects of transitional licensing including a reminder […]
Understanding your Clients
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandUnderstanding Your Clients - Tom Fellowes This 30-minute webcast will explore some of the global findings from Dimensional’s Investor Survey, an avenue to better understand investors’ motivations and expectations. Tom Fellowes, Regional Director will provide insights into ways advice firms can enhance the client experience to ensure they are continuing to add value for their […]
Palmerston North Transitional Licensing Seminar
Palmerston North Transitional Licensing Seminar – a joint FMA and Financial Advice NZ initiative Following on from the FMA seminars in the major cities, Financial Advice NZ and the FMA are now bringing this important seminar to the regions. The free two-hour seminars will talk through all the key aspects of transitional licensing including a […]
Regional Meeting – Waikato/BOP
Karapiro Event Centre 601 Maungatautari Rd, Leamington, KarapiroWaikato & Bay of Plenty Regional Meeting & Christmas Luncheon To be held on the 19th November 2019 at the Sir Don Rowlands Centre, Mighty River Domain at Lake Karapiro 9am - 9.30am Tea & coffee, general business 9.30am - 10.30am Trust managers from Trustees Executors - Pearl Comerford & Sharleen Te Runa “ Who Should Own […]
IFSO Getting Ready for Licensing
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandIFSO Getting Ready for Licensing – best practice in complaints handling THIS WEBINAR HAS PASSED. IF YOU WOULD LIKE A COPY OF THE WEBCAST PLEASE EMAIL INFO@FINANCIALADVICE.NZ. The transitional licensing starts on the 25th of November and a condition of the transitional licence is that licence applicants must have in place an internal disputes resolution […]
