EVENTS AND COURSES

How to interpret a set of financial statements

This webinar is designed to provide a 101 on what financial statements are (and the new requirements) and how to analyse financial statements to obtain a better understanding of the financial position. There are a number of key analytical tools that can be applied to financial reports that provide you with a better understanding of how a business is operating and what are the key areas you should be reviewing. Information is key for decision making in this day and age and these tools will provide you with a new perspective on financial statements.

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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.

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Understanding markets during turbulent times

“How to advise your clients when they are starting to panic”

In these uncertain times it can be hard to know how to advise your clients when the markets are not behaving in their normal patterns. Many clients are now starting to worry and becoming stressed on how their funds are performing and are wanting reassurance from you as their professional advisers that they will be alright.

This webinar will discuss the financial planning strategies which you have developed and implemented for your clients and how they have reacted in the current environment. The webinar will also have suggestions on how to communicate with your clients to bring them some peace of mind.

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FMA Thematic Review on wholesale investing

FMA review on wholesale investing and the use, confirmation, and acceptance, of eligible investor certificates

The Financial Markets Authority (FMA) – Te Mana Tātai Hokohoko has found several conduct concerns in the wholesale property investment sector, and issued seven formal warnings.

The FMA commenced a review of wholesale investments into property-related offers after noting an increase in complaints made and concerns raised about how such wholesale offers were being promoted, and whether the appropriate investors were being targeted and accepted.

The FMA’s most significant findings related to the use, confirmation, and acceptance, of eligible investor certificates¹. The FMA found some certificates were not confirmed by financial advisers, accountants or lawyers (as is required), while other certificates were confirmed – and accepted by offerors – with no grounds or the grounds did not relate to the matters certified.

This webinar will provide you with the finding of the FMA thematic review including specific findings regarding Financial Advisers.

If you are an advisers that does or want to confirm eligible investor certificates then this is a must attend webinar.

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Central Region Christmas lunch

You are set to enjoy the company of your Financial Advice New Zealand colleagues for a well received Christmas lunch at Nero’s Restaurant. The three-course meal will be accompanied with wine to match the cuisine.

We wish to extend a special thank you to Fidelity Life for sponsoring this event along side Financial Advice NZ. This has allowed us to provide this event at a significantly discounted price.

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