Getting back to our Regions – Dunedin
Getting back to our Regions - Dunedin We are excited to be able to be touring around five regional locations over the month of June delivering an event which will provide quality professional development and allow you the time to network with colleagues and friends. We will also be running the Christchurch session as a […]
Bring in the Experts – The Credit Contracts and Consumer Finance Act (CCCFA) – What you need to know about the new legislative changes
OnlineBring in the Experts - Wednesday 30th June - The Credit Contracts and Consumer Finance Act (CCCFA) – What you need to know about the new legislative changes This webinar will discuss the background of the new CCCFA requirements and unbundle the changes which will impact on you and the advice which you provide to […]
Bring in the Experts Webinar – Succession planning on your business
OnlineWednesday 7th July - Bring in the Experts Webinar - Succession planning for your business and how to value your business We have a panel of experts discussing why, when and how do you value your business. Some of the key questions which will be answered during the webinar are: 1. When do advisers need a […]
Friday, July 9, 2021 – Professional Ethics Workshop.
OnlineFriday, July 9, 2021 – Professional Ethics Workshop. This workshop delivered by Financial Advice NZ & The Ethics Conversation supports and enhances the competence of financial advisers seeking to demonstrate their commitment to professional ethics and good practice that underpins all client relationships. The workshop session covers: business ethics fundamentals, conflicts of interest, bias and […]
Bring in the Experts – Are your record keeping processes compliant for the new regime?
OnlineBring in the Experts - Wednesday 14th July - Are your record keeping processes compliant for the new regime? In this webinar we are taking a closer look at record keeping and what this means in relation to your financial advice business. Whether you have a paper based business or are totally tech savvy you […]
Bring in the Experts – Mid Winter Blues Webinar Series – Part 1
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandBring in the Experts - Wednesday 21st July - Mid Winter Blues Webinar Series - Part 1 This is a series of two webinars based on understanding and developing stress resilience. The ability to deal with life's challenges is something we all benefit from cultivating. Like many other positive life traits, coping and resilience are […]
Friday, July 23, 2021 – Professional Ethics Workshop.
OnlineFriday, July 23, 2021 – Professional Ethics Workshop. This workshop delivered by Financial Advice NZ & The Ethics Conversation supports and enhances the competence of financial advisers seeking to demonstrate their commitment to professional ethics and good practice that underpins all client relationships. The workshop session covers: business ethics fundamentals, conflicts of interest, bias and […]
July meeting of the Central Branch of Financial Advice New Zealand
BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New ZealandTo be held on Tuesday, 27th July 2021 at the BNZ Meeting Rooms 203 Broadway Ave, Palmerston North Guest Speaker Blair Wilson, Interest Rate Specialist, BNZ Treasury Solutions team Topic Blair will provide an update on Financial markets 12.00pm Lunch with meeting finishing at 2pm Cost: $20 inc GST All attendees must register online. Registration closes Friday 23rd July
Bring in the Experts – Mid Winter Blues Webinar Series – Part 2
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandBring in the Experts - Wednesday 28th July - Mid Winter Blues Webinar Series - Part 2 This is a series of two webinars based on understanding and developing stress resilience. The ability to deal with life's challenges is something we all benefit from cultivating. Like many other positive life traits, coping and resilience are […]
July meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand
Russley Golf Club 428 Memorial Av, Christchurch, New ZealandQuestions about insurance? Insurers explain the particular advantages of their Trauma products vs. competitors and how to use their respective products in different client circumstances. Thanks to Partners Life for kindly sponsoring this event. Doors open at 8:30am, event to begin at 9am Guest Speakers Leigh Bennett from Fidelity Life Leigh is responsible for product […]
