Bring in the Experts – Special Edition: FMA Update on Regulatory Returns

Online Link to watch/listen will be sent to registrants on the day before the event, New Zealand

Join us for this special 1.5-hour webinar with an expert panel from the FMA to discuss in detail Regulatory Returns. Get your questions answered, gain clarity on what is required by each FAP and Financial Adviser to complete the Regulatory Return and understand what new information you need to start capturing now, and how. While […]

Bring in the Expert – SUPER WEDNESDAY – Led by our Risk MAC

Online

Hosted by our RISK Members Advisory Committee, this month’s Super Wednesday features three informative presentations led by industry experts Dean Logan, Cecila Farrow and Steve De Jong. Stay ahead of the curve and learn how to boost your efficiency and streamline workflows with the latest technology, understand how to optimise insurable income for self-employed clients, and clever automated underwriting […]

Training Webinar: How to use Ontrack – a navigation session by Kaplan Professional

Online

In this webinar, the team at Kaplan Professional will provide a demonstration on how to navigate throughout the Ontrack platform.How do I join the webinar series? Zoom Link– simply click on the link to register for the series. If you register early you will be sent an email with a link directly to the webinar. Can […]

Bring in the Experts: Behind the scenes of Cyclone Gabrielle – Moving to a state of emergency, how insurers responded and some personal stories

Online

In this informative and insightful webinar, we’ll dive deep into what happened in the aftermath of Cyclone Gabrielle, how insurers responded, and the personal stories from our financial adviser members that emerged from this unexpected natural disaster. We are honoured to have Mayor Kirsten Wise from Napier City Council join us to share her perspective […]

Professional Ethics Workshop – Friday, May 12th

Online

Professional Ethics Workshop - Friday, May 12th from 9am - 12pm 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 […]

Bring in the Experts: ACC Update: Cover for self-employed sole traders and shareholders

Online Link to watch/listen will be sent to registrants on the day before the event, New Zealand

Join Philip Southgate from ACC for an update on the latest changes to ACC Cover Plus and Cover Plus Extra for self-employed sole traders and partners, and workplace cover for shareholders.This webinar will provide a comprehensive overview of the key differences between ACC Cover Plus and ACC Cover Plus Extra (CPX), as well as the […]

Bring in the Experts: EXCLUSIVE – Budget Update by Cameron Bagrie

Online

Following the release of the New Zealand Budget on 18 May, gain valuable economic insights and analysis from experienced and independent economist Cameron Bagrie, Chief Economist and founder of Bagrie Economics.Cameron’s deep understanding of financial markets, combined with complete independence from any financial organization, allows him to deliver an honest analysis of trends and figures […]

Central Branch Meeting

BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New Zealand

Central Branch Meeting Hear guest speaker Dr Claire Matthews speak about bank profits, interest rates, 7-day banking, deposit insurance and the need for a bank enquiry. Lunch from 12 noon. Finish by 2pm. Cost $20 | RSVP by 12pm Friday 26 May The event may be cancelled if there are not enough registrants.