What is Fairness? A discussion on what is/ is not fair
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandWhat is Fairness? A discussion on what is/ not fair The draft Financial Advice Code released in October 2018 states in code standard 1 “Treat clients fairly and act in […]
Guidelines for Replacement Lending
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandAdvisers must always act with knowledge, competence and skill in their dealings with clients. Replacing a financial product, even when it is clearly in the client’s interests, can be a […]
Mortgage Lending – for New Advisers Course Feb 2019
Professional IQ College Level 5, 280 Queen Street, Auckland, New ZealandThis 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 […]
Portfolio Construction Forum – Market Summits
Established in 2009, Markets Summit is THE investment markets scene setter of the year.
Portfolio Construction Forum – Finology Summit
THE behavioural finance (and much more) program of the year.
Communicating the Sustainability Message
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandInvestors are increasingly interested in integrating their values around sustainability and other issues with their investment goals. The big question is how this can be achieved. Providing answers represents an […]
Canterbury/Nelson Regional Event
Russley Golf Club 428 Memorial Av, Christchurch, New ZealandRegardless of our own Adviser industry specialty, private medical cover is a hot topic with all our clients. The Canterbury/Nelson committee are delighted to bring together a group of industry leading experts to educate, discuss & debate the pressing questions and concerns around the rising costs of Private Medical Insurance.
We’re also putting to the test; is it a necessity or luxury to have private medical cover in the NZ Market?
Non Lending Speed Dating – Hamilton
Distinction Hotel 100 Garnett Ave, Hamilton, New ZealandHosted by Resimac Home Loans alongside Avanti Finance, Bluestone, first Mortgage Trust, Heatland Bank, Liberty, NZCU, Southern Cross Partners and Spotcap. Click event to see agenda.
Guidelines for Replacement KiwiSaver Schemes
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandAdvisers must always act with knowledge, competence and skill in their dealings with clients. Replacing a financial product, even when it is clearly in the client’s interests, can be a […]
Non Lending Speed Dating – Christchurch
Riccarton Park 165 Racecourse Road, Christchurch, New ZealandHosted by Resimac Home Loans alongside Avanti Finance, Bluestone, first Mortgage Trust, Heatland Bank, Liberty, NZCU, Southern Cross Partners and Spotcap. Click event to see agenda.
