The Road Ahead - Part 1 - Understanding your competency requirements in the regime We are excited to be starting the “2023 The Road Ahead” four-part knowledge webinar series for financial advisers with a webinar on Professional Development Plans and CPD requirements. This is an important component of being licensed in the new regime. It’s […]

The Road Ahead - Part 2 - Reviewing the stages of Disclosure and the complaints process. This is the second part of the “2023 The Road Ahead” four-part knowledge webinar series for financial advisers with a webinar on Disclosure and how it is provided to the client in the advice process. This is an important […]

The Road Ahead - Part 3 - Discussing good record keeping and tips for the year ahead. This is the third webinar in the “2023 The Road Ahead” four-part knowledge webinar series for financial advisers with a webinar on Record Keeping. Record keeping is a fundamentally important part of the new regime and advice businesses […]

The Road Ahead - Part 4 - Enhancing your Business Continuity Plan – have you tested it? This is the last webinar in the “2023 The Road Ahead” four-part knowledge webinar series for financial advisers with a webinar on Your Business Continuity Plan. Business continuity plans are often developed and left in the bottom draw […]

We look forward to hosting you at the first Central Regional meeting of 2023 where we will be looking at how the travel market has changed. Suzanne Andrews will discuss current trends and issues, as well as things people planning travel need to know. What is different since the last time you traveled? Suzanne will […]

Bring in the experts - Wednesday 01 March, 10am - Impact investing. What does this really mean? Join us for some valuable insights about impact investing, what it is and what is means when investing funds for your clients. Today our guest presenter is George Carter, the Managing Director of Nikko AM in New Zealand. […]