Bring in the Experts: What does servicing your clients look like in the new regime?
OnlineWednesday 26th October - Bring in the Experts: What does servicing your clients look like in the new regime? We have another great panel discussion lined up for this webinar. […]
Canterbury/Nelson Regional Meeting October 28th
Russley Golf Club 428 Memorial Av, Christchurch, New ZealandOctober meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand To be held on Friday, 28th October 9am at the Russley Golf Club Doors open at 8:30am, event to begin […]
Super Wednesday – Lending
OnlineWednesday 2nd November - Super Wednesday – Lending Judy Steiner, MAC Chair, will lead the discussion this Super Wednesday with the Lending MAC. What’s your value proposition? How do you […]
Bring in the Experts – How to interpret a set of financial statements.
OnlineBring in the Experts - Wednesday 9th November - How to interpret a set of financial statements. This webinar is designed to provide a 101 on what financial statements are […]
Professional Ethics Workshop – Thursday, November 10th
OnlineProfessional Ethics Workshop - Thursday, November 10th This workshop delivered by Financial Advice NZ & The Ethics Conversation supports and enhances the competence of financial advisers seeking to demonstrate their […]
Bring in the Experts – Understanding markets during turbulent times
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandBring in the Experts - Wednesday 16th November - Understanding markets during turbulent times “How to advise your clients when they are starting to panic” In these uncertain times it […]
Bring in the Experts – FMA Thematic Review on wholesale investing
OnlineBring in the Experts - Wednesday 23th November - FMA Thematic Review on wholesale investing FMA review on wholesale investing and the use, confirmation, and acceptance, of eligible investor certificates […]
Financial Advice New Zealand Central Region Christmas lunch
Nero's Restaurant 36 Amesbury Street, Palmerston North, New ZealandFinancial Advice New Zealand Central Region Christmas lunch You are set to enjoy the company of your Financial Advice New Zealand colleagues for a well received Christmas lunch at Nero's […]
Bring in the Experts – Do you have a complaint to resolve and would you pay compensation to a client?
OnlineBring in the Experts - Wednesday 30th November - Do you have a complaint to resolve and would you pay compensation to a client? This week we consider the decisions […]
Financial Advice New Zealand Canterbury/Nelson Christmas Catch Up
Two Thumb Brewing 380 Colombo Street, Sydenham, New ZealandFinancial Advice NZ and the Canterbury/Nelson Regional Leadership Team would like to invite you to save the date for our upcoming Christmas event. Come and connect before the holiday […]