Canterbury/Nelson Regional Meeting February 15th
Russley Golf Club 428 Memorial Av, Christchurch, New ZealandCanterbury/Nelson Regional Meeting To be held on Tuesday 15th February 8:30am at the Russley Golf Club This event is going ahead as planned. Our presenters have confirmed they still intend to come, so register now to secure your space. Should things change, we will let you know as soon as possible and registrant accounts will […]
Key changes to the Privacy Act 2020 and what it means for your business
OnlineKey changes to the Privacy Act 2020 and what it means for your business The changes to the Privacy Act have brought with them some significant new compliance measures for many NZ businesses who obtain personal details. How have these changes impacted the way you do business and are you confident you are meeting all […]
Central Regional Meeting February 22nd – Virtual
February Central Regional Meeting - Virtual To be held on Tuesday, 22nd February 2022 via Zoom Guest Speaker Guy Mordaunt New CEO of Property Brokers Topic Guy will be providing an update on the Realty sector and will give us an insight into future market trends. 12.00pm start with meeting finishing at […]
How credit and affordability reports can enable a better customer experience and a more informed consumer
OnlineHow credit and affordability reports can enable a better customer experience and a more informed consumer In this webinar Angus Luffman, Managing Director at Equifax New Zealand, will talk about the fundamentals of credit reports and scores along with the trends he’s seeing in the current credit environment. Angus will also share some tips on […]
CANCELLED – Auckland Regional Meeting February 24th
Remuera Golf Club 120 Abbotts Way,, Auckland, New ZealandCANCELLED - Auckland Regional Meeting Unfortunately due to the changes under the red traffic light setting, our speakers are unable to attend this event to present to you. Therefore, regrettably, we have made the decision to cancel this event. We were really looking forward to connecting with everyone and hope we can do so […]
Disputes Resolution Scheme (DRS) panel update
OnlineDisputes Resolution Scheme (DRS) panel update Join our Panel to discuss the trends and concerns they have in relation to the complaints they are receiving now the new regime has been implemented. This will include the complaints received with the implementation of the CCCFA. We have the Dispute Resolution Scheme (DRS) providers presenting their views. […]
The New Zealand Adviser Wellbeing Research – how do we create healthier, longer, better lives for advisers?
OnlineThe New Zealand Adviser Wellbeing Research – how do we create healthier, longer, better lives for advisers? This webinar is all about you! For your business to be in good shape, you need to be in good shape. This is why AIA recently sponsored a nationwide research project, with the aim of a better understanding […]
Professional Ethics Workshop – Thursday, March 10th
Professional Ethics Workshop - Thursday, March 10th 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 […]
101 – How to obtain a Financial Advice Provider (FAP) Licence
Online101 – How to obtain a Financial Advice Provider (FAP) Licence This webinar will take you through the process of obtaining a full FAP licence step by step. It will discuss the policies and processes you need to have in place to comply with the FMC Act and regulations and the criteria you’ll need to […]
The power of podcasting
OnlineThe power of podcasting - CANCELLED Unfortunately we have had to cancel this webinar due to COVID reasons. For this webinar we are excited to welcome Victoria Harris from The Curve - a tech savvy, educational platform for women to learn more about money. Victoria will be talking about 'Raising the Curve' - how to create […]