Wednesday 3rd March 2021 – Ready, set, go! – Webinar – Practical knowledge for the new regime – Disclosure Requirements
OnlineWednesday 3rd March 2021 – Ready, set, go! - Webinar - Practical knowledge for the new regime - Disclosure Requirements. We are pleased to deliver to you a webinar series that will provide you and your adviser business the knowledge to ensure you are compliant for the new financial service regime which starts on the […]
Wednesday 10th March 2021 – Ready, set, go! – Webinar – Financial Adviser Panel on how they prepared for the duties and obligations in the new regime
OnlineWednesday 10th March 2021 – Ready, set, go! - Webinar - Financial Adviser Panel on how they prepared for the duties and obligations in the new regime This is a session where you will hear an experienced panel of financial advisers discuss how they prepared their advice businesses for the new regime. How they identified […]
Friday, March 12, 2021 – Professional Ethics Workshop
OnlineFriday, March 12, 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: How to engage a Financial Adviser to a FAP on the new Financial Service Providers Register
OnlineBring in the Experts: Wednesday 17th March – How to engage a Financial Adviser to a FAP on the new Financial Service Providers Register We are pleased to deliver to you a webinar presented by the Companies Office demonstrating step by step, how a Financial Advice Provider (FAP) and an Authorised Body (non-licensed FAP) can link […]
Bring in the Experts: Understanding your personal professional indemnity insurance requirements
OnlineBring in the Experts: Wednesday 24th March - What you need to consider to stay protected in the new regime. This webinar discusses the requirement to have Professional Indemnity Insurance. Marijke von Molendorff (Marsh) and Clinton Stanger (Curated Risk) will be discussing the Financial Advice New Zealand Liability Programme and Professional Indemnity Insurance. The new […]
Friday, March 26, 2021 – Professional Ethics Workshop
OnlineFriday, March 26, 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 – Economic Series Part 1 – Update on the New Zealand Economy
OnlineBring in the Experts - Wednesday 31 March - Economic Series Part 1 - Update on the New Zealand Economy In this session Cameron Bagrie will provide an overview of the New Zealand economy. He will talk about the impact of the global environment, COVID, the housing market, the Reserve Bank policies, employment, interest rates and […]
Bring in the Experts – Economic Series Part 2 – Economic Update on the Property Markets
OnlineBring in the Experts - Wednesday - 7th April - Economic Series Part 2 - Economic Update on the Property Markets Designed with our mortgage advisers in mind - we have a panel of property experts discussing the extraordinary activity of the property market in these unprecedented times. Joining us as panelists are Nick Tuffley […]
Wednesday, April 14, 2021 – Professional Ethics Workshop
OnlineWednesday, April 14, 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 – Economic Series Part 3 – Update on the Financial Markets
OnlineBring in the Experts - Wednesday 14 April - Economic Series Part 3 - Update on the Financial Markets Sharon Zollner (ANZ), Andrew Bascand (Habour Asset) and Andrew Kelleher (JMI Wealth) join us as panelists for the webinar. They are financial experts and will be discussing the financial markets and what investing might look like […]
