EVENTS AND COURSES

Central Regional Meeting September 27th

27 September 2022

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12:00pm-2:00pm

BNZ Meeting Rooms, 203 Broadway Ave, Palmerston North

$20 incl GST to be paid in advance

Guest Speaker
Bob Lissington, businessman and PhD (Financial Planning)

Topic
“Valuable lessons I have learnt over the years”

Bring in the Experts: CoreLogic Market Update

28 September 2022

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10:00am-11:00am

Online

FREE to Financial Advice Members and $50+gst for non-members

Kelvin Davidson, Chief Economist from Corelogic this week presents on how NZ is looking with the latest updates and insights into when this downturn will end.

Kelvin joined CoreLogic in March 2018 as Senior Research Analyst, before moving into his current role of Chief Economist. He brings with him a wealth of experience, having spent 15 years working largely in private sector economic consultancies in both New Zealand and the UK.

Kelvin is well practiced in applying macroeconomic trends and data to the property market, both residential and commercial.

In his role with CoreLogic Kelvin’s focus is on keeping up to date with what’s going on in the property market and continually finding different ways for viewing and interpreting it. Kelvin’s economics background means that he knows his way around a spreadsheet, but more importantly he always puts more emphasis on providing the key insights and telling a story, whether his audience be clients or the media.

Kelvin holds a Bachelor of Commerce with Honors majoring in Economics from University of Canterbury.

Super Wednesday: Insurance

5 October 2022

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10:00am-11:00am

Online

FREE to Financial Advice Members and $50+gst for non-members

For this Super Wednesday webinar, we have three insurance focused sessions presented by Cecilia Farrow (Founder and Managing Director at FAP Services Limited), Dean Logan (Managing Director Logan Smythe & Associates Ltd) and Leigh Hodgetts (Professional Development, Standards and Policy Manager, Financial Advice NZ).

Session 1: Refocus on your business plan and goals – presented by Dean Logan.

Session 2: Are you using your disclosure to their best advantage? – presented by Leigh Hodgetts

Session 3: How to create meaningful conversations with small business owners – presented by Cecilia Farrow

Bring in the Experts: FMA – What are Regulatory Returns? The consultation has begun.

19 October 2022

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10:00am-11:00am

Online

FREE to Financial Advice Members and $50+gst for non-members

Regulatory Returns are Standard Condition 3 for full FAP licences.

The consultation process has begun, and today you have the opportunity hear direct from the FMA on what this means for directors of FAPs, financial advisers, and our members.

What will FMA request from you to enable the monitoring of your ongoing capability to effectively perform the financial advice service under the FMC Act? Financial Advice NZ will prepare a submission on behalf of our members, and we encourage you to be involved. Join us for this webinar and have your say.

Canterbury/Nelson Regional Meeting October 28th

28 October 2022

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Doors open at 8:30am, event start at 9:00am

Russley Golf Club, 428 Memorial Avenue, Burnside, Christchurch

$10 incl GST to be paid in advance

Topic

The topic for this session is the Residential Care Subsidy Act and what you as advisers need to know. The presentation will be followed by an opportunity to catch up and network with other members. We will confirm more details as soon as we are able.

Guest Speakers

Philip Sewell from Godfreys Law

Second speaker TBC

Professional Ethics Workshop

10 November 2022

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9:00am – 12:00pm

Online

$200 +gst for members | $300 +gst for non-members

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.