FMA Transitional Licensing Seminar – Dunedin

Edgar Centre 116 Portsmouth Drive, Dunedin, Dunedin, New Zealand

The Transitional Licensing Seminars will be 90 minutes long, followed by light refreshments and a chance to meet key FMA representatives. Click for registration link.

Wellington Regional Meeting

The Conference Centre Level 4, St John House, 114 The Terrace, Wellington, New Zealand

Wellington Regional Meeting September 2019 9am-11am Estate Planning: Property (Relationships) Act review & case studies - Matt Hay Estate Planning is the pinnacle of every financial strand, and the amount […]

Canterbury/Nelson Regional Meeting

Clearwater Golf Course 40A Clearwater Ave, Northwood, Christchurch, New Zealand

Financial Advice NZ - Canterbury / Nelson Regional Meeting    We are delighted to announce the topic and speaker for our next Regional meeting: Practical Workshop – Getting ready for licensing […]

Finding the Positives in a Negative Rate Environment

Online Link to watch/listen will be sent to registrants on the day before the event, New Zealand

Finding the Positives in a Negative Rate Environment   In recent years, market forces have pushed interest rates below zero on bonds in various currencies. In this environment, income-oriented end […]

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.

Update on Licensing – questions and answers

Online Link to watch/listen will be sent to registrants on the day before the event, New Zealand

Update 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 […]

Central Regional Meeting – 29th October 2019

BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New Zealand

You 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 […]

Auckland Regional Meeting

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

Auckland 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 […]

Napier Transitional Licensing Seminar

Crown Hotel, Vautier Room 22A Waghorne St, Ahuriri, Napier

Napier 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 […]