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What is Fairness? A discussion on what is/ is not fair
What is Fairness? A discussion on what is/ is not fair
What 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 […]
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Guidelines for Replacement Lending
Guidelines for Replacement Lending
Advisers 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 […]
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Mortgage Lending – for New Advisers Course Feb 2019
This 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 […]
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Portfolio Construction Forum – Market Summits
Established in 2009, Markets Summit is THE investment markets scene setter of the year.
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Portfolio Construction Forum – Finology Summit
THE behavioural finance (and much more) program of the year.
Communicating the Sustainability Message
Communicating the Sustainability Message
Investors 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 […]
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Canterbury/Nelson Regional Event
Canterbury/Nelson Regional Event
Regardless 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?
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Non Lending Speed Dating – Hamilton
Non Lending Speed Dating – Hamilton
Hosted 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.
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Guidelines for Replacement KiwiSaver Schemes
Guidelines for Replacement KiwiSaver Schemes
Advisers 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
Non Lending Speed Dating – Christchurch
Hosted 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.
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