Training Webinar: How to use Ontrack – a navigation session by Kaplan Professional
OnlineIn 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
OnlineIn 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
OnlineProfessional 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 ZealandJoin 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
OnlineFollowing 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 ZealandCentral 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.
Bring in the Experts: Good Governance for Financial Advisers – What does that look like?
OnlineStrengthen your organisation's effective governance and gain valuable insights from our expert panel, each bringing a unique perspective and experience.
Information Webinar: Professional Liability Insurance Update
OnlineIn this informative webinar, understand where your advice liability resides for both your FAP and you as a financial adviser, and any changes in the programme for the 2023 renewal.
Bring in the Experts SUPER WEDNESDAY – Refixing and restructuring at higher rates: Opportunities for better client experience and minimising the risk of complaints
OnlineExplore opportunities for improving client experience, best practices for structuring fixed-rate products and minimising your risk of complaints.
Canterbury/Nelson Branch Meeting June 2023
Sugarhorse Bar & Eatery 100 Morehouse Avenue, Christchurch, New ZealandCanterbury/Nelson Branch Meeting Drop-in session, Sugarhorse Bar & Eatery, 100 Morehouse Avenue, Christchurch Come have a coffee with the Nelson/Canterbury Regional Financial Advice NZ Committee members. Share your ideas and feedback on what you'd like from the Regional Committee team moving forward. We hope you can join us.Cost: Free - attendees to purchase own food and drinks.
