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 […]
Portfolio Construction Forum – Market Summits
Established in 2009, Markets Summit is THE investment markets scene setter of the year.
Portfolio Construction Forum – Finology Summit
THE behavioural finance (and much more) program of the year.
Communicating the Sustainability Message
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandInvestors are increasingly interested in integrating their values around sustainability and other issues with their investment goals. The big question is how this can be achieved. Providing answers represents an opportunity for advice firms. Please join us for a webcast with Jim Parker, Head of Communications, to explore ideas on how advisors can raise issues […]
Canterbury/Nelson Regional Event
Russley Golf Club 428 Memorial Av, Christchurch, New ZealandRegardless of our own Adviser industry specialty, private medical cover is a hot topic with all our clients. The Canterbury/Nelson committee are delighted to bring together a group of industry leading experts to educate, discuss & debate the pressing questions and concerns around the rising costs of Private Medical Insurance.
We’re also putting to the test; is it a necessity or luxury to have private medical cover in the NZ Market?
Non Lending Speed Dating – Hamilton
Distinction Hotel 100 Garnett Ave, Hamilton, New ZealandHosted by Resimac Home Loans alongside Avanti Finance, Bluestone, first Mortgage Trust, Heatland Bank, Liberty, NZCU, Southern Cross Partners and Spotcap. Click event to see agenda.
Guidelines for Replacement KiwiSaver Schemes
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 KiwiSaver scheme what are the guidelines and […]
Non Lending Speed Dating – Christchurch
Riccarton Park 165 Racecourse Road, Christchurch, New ZealandHosted by Resimac Home Loans alongside Avanti Finance, Bluestone, first Mortgage Trust, Heatland Bank, Liberty, NZCU, Southern Cross Partners and Spotcap. Click event to see agenda.
Code compliance- Managing Conflicts of Interest in Insurance
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandAlan Rafe has developed for the insurance sector and powerful research tool to enable you to match your client's risk needs with tailored product. Alan will be demonstrating how to document your advice and structure your Insurance Statement of Advice or Record of Advice to ensure you can robustly defend your recommendations and demonstrate how […]
