Calendar of Events
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Central Branch Meeting
Central Branch Meeting
Central 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.
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Bring in the Experts: Good Governance for Financial Advisers – What does that look like?
Bring in the Experts: Good Governance for Financial Advisers – What does that look like?
Strengthen your organisation's effective governance and gain valuable insights from our expert panel, each bringing a unique perspective and experience.
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Information Webinar: Professional Liability Insurance Update
Information Webinar: Professional Liability Insurance Update
In 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.
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Bring in the Experts SUPER WEDNESDAY – Refixing and restructuring at higher rates: Opportunities for better client experience and minimising the risk of complaints
Bring in the Experts SUPER WEDNESDAY – Refixing and restructuring at higher rates: Opportunities for better client experience and minimising the risk of complaints
Explore opportunities for improving client experience, best practices for structuring fixed-rate products and minimising your risk of complaints.
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Canterbury/Nelson Branch Meeting June 2023
Canterbury/Nelson Branch Meeting June 2023
Canterbury/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.
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Bring in the Experts: Navigating retirement villages – what advisers need to know
Bring in the Experts: Navigating retirement villages – what advisers need to know
This informative webinar, designed for financial advisers, will explore the rapidly expanding Retirement Village sector and its role in meeting the doubling demand of the 75+ age group by 2035. Gain the knowledge you need to navigate the future of retirement living and help your clients prepare for village life. Key topics: The Retirement Village […]
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Bring in the Experts: How do your client files measure up? Hear what experts are seeing in file reviews
Bring in the Experts: How do your client files measure up? Hear what experts are seeing in file reviews
Join us for an enlightening webinar featuring two industry experts who will share their findings from undertaking file reviews. This webinar will provide valuable insights into the areas of Insurance/Financial Planning advice and Mortgage advice. Our first expert, David Greenslade, Executive Director of Strategi, will discuss financial planning, investment, and personal insurance file reviews. David […]
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Central Branch Meeting June 2023
Central Branch Meeting June 2023
Central Branch Meeting Hear guest speaker David Murphy, Chief Planning Office, Palmerston North City Council discuss city planning that will have a positive outcome for your clients. Lunch from 12 noon. Finish by 2pm. Cost $20 | RSVP by 12pm Friday 23 June The event may be cancelled if there are not enough registrants.
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Bring in the Experts: Embracing AI in the World of Finance
Bring in the Experts: Embracing AI in the World of Finance
The world of finance is being transformed by innovations such as Large Language Models (LLMs) like ChatGPT, which have the potential to revolutionize the way professionals access and share knowledge. These AI tools can significantly boost productivity and increase efficiency, allowing financial professionals to focus on high-value activities like strategic decision-making and client relationship management. […]
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