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. Our experts will share their views and thoughts on what the expectations are around looking after clients under the new regime. Have you changed your […]
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 at 9am The weather is warming up and we are enjoying more chances to connect with each other. Join us in October to brush up […]
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 incorporate your disclosure documents into your advice process to build trust and value with your clients? This is a great opportunity for you to ask […]
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 (and the new requirements) and how to analyse financial statements to obtain a better understanding of the financial position. There are a number of key […]
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 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 – 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 can be hard to know how to advise your clients when the markets are not behaving in their normal patterns. Many clients are now starting […]
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 The Financial Markets Authority (FMA) has found several conduct concerns in the wholesale property investment sector, and issued seven formal warnings. The FMA commenced a […]
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 Restaurant. The three-course meal will be accompanied with wine to match the cuisine. We wish to extend a special thank you to Cigna for […]
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 and process that you might go through when there is a complaint that you cannot resolve amicably and how to manage the outcome. While keeping […]
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 break and spread some good cheer. We will supply the nibbles, you supply the banter! It's a busy time of year, but we would love […]
