Marsh/Financial Advice New Zealand Liability Insurance Programme We are hosting this webinar in conjunction with Marsh so you can obtain a greater understanding of the Liability Insurance Programme and the levels of cover you and your business may require. The 2020/2021 Liability Programme has been developed to meet the liability insurance needs of financial advisers. […]

Dimensional Fund Advisers Monthly Webinar Series Webinar 1 - Communicating the Tenets of a Better Investment Experience Thursday 25th of June 2020 10:00am   This webcast features 10 key decisions that can help investors target long-term wealth in the capital markets. Please join us for a webcast with Regional Director Matt McKay, to walk you […]

You are invited to attend the June meeting of the Central Branch of Financial Advice New Zealand This meeting is being held on Tuesday, 30th June 2020. Venue: The BNZ meeting rooms at 203 Broadway Avenue, Palmerston North. Guest Speaker: The Honourable Steve Maharey Wellbeing  - Survive till you Thrive Time: 12.00pm Lunch with meeting finishing at 2pm […]

Economist Cameron Bagrie Cameron Bagrie is joining us to talk about the economy then and post COVID-19 with a view on the financial services sector. After a very successful webinar back in April in the heart of lockdown, we are excited to have him joining us again to talk about numerous topics that we all […]

Disclosure Requirements with MBIE We are excited to have both Sharon Corbett and Rose Wang from MBIE join us in a webinar to discuss the new disclosure requirements for financial advisers. MBIE has announced that 15 March 2021 is the start for the new financial advice regime.  We are pleased to finally have certainty on […]

Consultation discussion on Trusted Adviser Financial Advice NZ Join this webinar for an open discussion on the proposed Trusted Adviser Financial Advice NZ mark and its criteria. How do I join the webinar? Zoom Link – simply click on the link a few minutes before 10am on Tuesday. Can I ask questions during the webinar? Members […]

Ann Hodgson from ACC will be joining us to give an update on ACC More details to follow

Diploma in Trusts and Estates New Zealand - Advanced Certificate 4: Taxation & Accounting for Trusts & Estates Certificate Work towards gaining your STEP Diploma - in Trusts and Estates New Zealand. The STEP Diploma in Trusts and Estates is a practical and hands-on course designed and delivered by leading New Zealand trust and estate […]

You are invited to attend the June meeting of the Central Branch of Financial Advice New Zealand This meeting is being held on Tuesday, 28th July 2020. Venue: The BNZ meeting rooms at 203 Broadway Avenue, Palmerston North. Guest Speaker:  Tim Mordaunt (ONZM) - Founder and Principal of Property Brokers An overview of the "Survive till you Thrive" initiative […]

Non Bank lenders talking about different market requirements and products which are available Due to popular demand we have a range of non-bank lenders joining us to discuss the lending solutions which are available to a financial adviser in the non-bank lending sector. This webinar will discuss the changing consumer needs in these unique times […]