Kepa Conference
SKYCITY Auckland Convention Centre 88 Federal St, Auckland, New ZealandThe theme of our conference this year is “Straight Up: The straightforward approach to business”, and this is reflected on many facets.
Insurance Council of NZ Conference
Two themes run through this year’s conference – climate change implications for insurers and consumer trust and confidence in our sector.
Know the Code
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandThis webcast is specifically targeted for Members who are AFAs. If you a Member who is an RFA please attend the webcast on 6 December at 11am.
“Know Your Client” Edge – Lessons from Value Proposition Trail
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandHow are you evolving your advice value proposition to stay ahead? Leading planners are using deeper client knowledge to blaze new trails in creating value for their clients. To find out more and register click here
Know the (new) Code – for RFAs
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandThis webcast is specifically targeted for Members who are RFAs. If you a Member who is an AFA please attend the webcast on 5 December at 11am Andrew will take you through the new (draft) Financial Advice Code and how your obligations as a future ‘Financial Adviser’ will differ somewhat from your obligations under the […]
Banks – Lending Criteria 2019 – Update
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandWondering about any changes to lending criteria this year? Angi Mann talks to the big four banks about any changes in lending criteria for 2019 and what to prepare for. This is an interactive webcast - and you will be able to ask questions of the panelists. To find out more and register click here.
Perspectives on Market Volatility
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandWhile market volatility can create anxiety for some, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than good. Please join us for a webcast with Tom Fellowes, Regional Director, to provide perspectives on capital markets, previous market declines, volatility, and the importance of investor discipline. To find […]
What is Fairness? A discussion on what is/ is not fair
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandWhat is Fairness? A discussion on what is/ not fair The draft Financial Advice Code released in October 2018 states in code standard 1 “Treat clients fairly and act in their interests”. Further “Be fair and reasonable” is a key principle of your Professional Promise* to your clients; so what ‘fair’ is and is not […]
Guidelines for Replacement Lending
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandAdvisers must always act with knowledge, competence and skill in their dealings with clients. Replacing a financial product, even when it is clearly in the client’s interests, can be a higher-risk area for both you and your client. When it comes to recommending to a client a replacement lending product what are the guidelines and […]
Mortgage Lending – for New Advisers Course Feb 2019
Professional IQ College Level 5, 280 Queen Street, Auckland, New ZealandThis course has been jointly developed between Financial Advice New Zealand and Professional IQ College (PIQ), with input from the major banks. The course includes NZQA accredited Residential Property Lending Strand training and business and specialist lending. As well as attending the three-days course, you will be required to complete 4 unit standard assessments after […]
