You are invited to attend the April meeting of the Central Branch of Financial Advice New Zealand This meeting is being held on Tuesday, 27th April 2021 Venue: The BNZ meeting rooms at 203 Broadway Avenue, Palmerston North. Guest Speaker: David Lanham CEO of Palmerston North Airport Great news to be heard Time: 12.00pm Lunch with meeting […]

Bring in the Experts -Wednesday 28th April - Financial Markets Authority Update - Start right – your first 90 days as a FAP The new financial advice regime has launched – so how are you tracking? The FMA’s John Botica and Derek Grantham provide an overview of key steps for success in your first 90 days […]

Wednesday, May 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 […]

Bring in the Experts -Wednesday 5th May - Privacy Law Requirements The Office of the Privacy Commissioner will deliver a webinar on the new Privacy Act 2020. The new Act has affected all businesses and anybody who obtains personal details. The new Act has meant significant changes for businesses in New Zealand. In many instances, […]

Bring in the Experts -Wednesday 12 May - New Trust Laws This webinar will provide you with an overview of the new Trusts Act 2019 which took effect on 30 January 2021. This new Act was a significant overhaul of the current NZ Trust law system. The Act is designed to restate and clarify previous Trust law. […]

Bring in the Experts -Wednesday 19 May - AML Compliance This webinar will cover the basics of the law with a focus on Financial advisers and what they need to be aware of under the legislation. Ask yourself do you need to be AML certified? Do you know the difference between AML/CFT document certifications as opposed […]

Friday, May 21, 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 […]

Bring in the Experts -Wednesday 26 May - Tony Alexander - Budget update We are excited to have Economist Tony Alexander bring us an update on the New Zealand Budget and the economy.  Tony will cover the below topics in our webinar: update on the new government policy announcements and their implications on the markets […]

Getting back to our Regions - Auckland We are excited to be able to be touring around five regional locations over the month of June delivering an event which will provide quality professional development and allow you the time to network with colleagues and friends. We will also be running the Christchurch session as a […]

Wednesday, June 2, 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 […]

Bring in the Experts - Wednesday 2nd June - Governance - Disputes Resolution Schemes panel discussion Join us and obtain greater knowledge as to what the Dispute Resolution Scheme (DRS)  providers are considering for complaints against the financial services sector. We have the heads of the Disputes scheme providers in NZ on our panel who […]