Calendar of Events
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Wednesday 3rd February 2021 – Ready, set, go! Practical knowledge for the new regime
Wednesday 3rd February 2021 – Ready, set, go! Practical knowledge for the new regime
Wednesday 3rd February 2021 – Ready, set, go! Practical knowledge for the new regime We are pleased to deliver to you a webinar series that will provide you and your adviser business the knowledge to ensure you are compliant for the new financial service regime which starts on the 15 March 2021. Every adviser business […]
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Friday, February 5, 2021 – Professional Ethics Workshop
Friday, February 5, 2021 – Professional Ethics Workshop
Friday, February 5, 2021 - Professional Ethics Workshop 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 interest, bias and […]
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Wednesday 10th February 2021 – Ready, set, go! Practical knowledge for the new regime
Wednesday 10th February 2021 – Ready, set, go! Practical knowledge for the new regime
Wednesday 10th February 2021 – Ready, set, go! Practical knowledge for the new regime We are pleased to deliver to you a webinar series that will provide you and your adviser business the knowledge to ensure you are compliant for the new financial service regime which starts on the 15 March 2021. Every adviser business […]
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Friday, February 12, 2021 – Professional Ethics Workshop
Friday, February 12, 2021 – Professional Ethics Workshop
Friday, February 12, 2021 - Professional Ethics Workshop 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 interest, bias and […]
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Wednesday 17th February 2021 – Ready, set, go! – Webinar – Practical knowledge for the new regime – Standards of care, diligence and skill
Wednesday 17th February 2021 – Ready, set, go! – Webinar – Practical knowledge for the new regime – Standards of care, diligence and skill
Wednesday 17th February 2021 – Ready, set, go! - Webinar - Practical knowledge for the new regime - Standards of care, diligence and skill. We are pleased to deliver to you a webinar series that will provide you and your adviser business the knowledge to ensure you are compliant for the new financial service regime […]
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Masterclass on Disclosure Requirements – Wellington
Masterclass on Disclosure Requirements – Wellington
After two successful masterclasses on Disclosure Requirements we delivered in Auckland we are excited to announce that we will be hosting one in Wellington. The masterclass is designed to get ready for the new disclosure requirements which come into force on the 15th March 2021. We will work through practical examples on how to implement the various […]
Central Branch Meeting – Tuesday 23rd February
Central Branch Meeting – Tuesday 23rd February
To be held on Tuesday 23rd February 2021 at the BNZ Meeting Rooms, 203 Broadway Ave, Palmerston North Guest Speaker Amanda Linsley, Chief Executive, Manawatu Chamber of Commerce. There will be breaking news which Financial Advice New Zealand will be first to hear. 12.00pm Lunch with meeting finishing at 2pm. Cost: $20 incl GST includes lunch - […]
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Wednesday 24th February 2021 – Ready, set, go! – Webinar – Practical knowledge for the new regime – Duties and obligations
Wednesday 24th February 2021 – Ready, set, go! – Webinar – Practical knowledge for the new regime – Duties and obligations
Wednesday 24th February 2021 – Ready, set, go! Webinar - Practical knowledge for the new regime - Duties and obligations We are pleased to deliver to you a webinar series that will provide you and your adviser business the knowledge to ensure you are compliant for the new financial service regime which starts on the […]
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Canterbury/Nelson Regional Meeting – Thursday 25th February
Canterbury/Nelson Regional Meeting – Thursday 25th February
To be held on the Thursday 25th February 8:45am - 10:30am at the Russley Golf Club. Guest Speaker Greg Flemming will talk about an Economic update, looking at 2020 a year in review and what we can expect for 2021. Greg Fleming joined the AMP Capital Multi-Asset Group in 2016. He is responsible for the […]
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Friday, February 26, 2021 – Professional Ethics Workshop
Friday, February 26, 2021 – Professional Ethics Workshop
Friday, February 26, 2021 - Professional Ethics Workshop. 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 interest, bias and […]
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