New Trust Laws

12 May 2021

}

10:00am-11:00am

Online

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

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. 
Speaker: Tom Mahony – Principal Mahony Horner.

AML Compliance

19 May 2021

}

10:00am-11:00am

Online

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

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 to document verification?  Do you know the requirements contained in the Amended Identity Verification Code of Practice 2013 (IVCOP 2013) and what reporting entities can do? If you don’t have the answers to these questions this is the webinar for you.

Professional Ethics Workshop

21st May 2021

}

09:00am-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.

Budget Update from Tony Alexander

26 May 2021

}

12:00pm-1:00pm

Online

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

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
– update on the property market
– NZ spending, where are we spending more?
– opening of the Trans-Tasman bubble and how its tracking
– Reserve Bank movements

Getting Back to our Regions – Auckland

1 June 2021

}

9:00am-11:30am

Remuera Golf Club

The cost will be $20+gst for members and $50+gst for non-members

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.

Professional Ethics Workshop

2nd June 2021

}

09:00am-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.

Governance – Disputes Resolution Schemes panel discussion

2 June 2021

}

12:00pm-1:00pm

Online

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

Join us and obtain greater knowledge as to what the Dispute Resolution Scheme (DRS)  providers are considering for complaints against the financial services sector.  The new regime has duties and obligations for both the financial advice provider and the financial adviser when advice is given. We have Susan Taylor, FSCL, Karen Stevens, ISFO and Richard Binner, FairWay NZ Joining us

Getting Back to our Regions – Hamilton

8 June 2021

}

9:30am-12:00pm

Might River Domain at Lake Karapiro

The cost will be $20+gst for members and $50+gst for non-members

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.

Update on Financial Advice Liability program

9 June 2021

}

12:00pm-1:00pm

Online

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

We will be giving an update on our NEW 2021/22 liability programme. This webinar will provide an overview of the liability programme and the availability for cover for your FAP and Authorised Body.

Getting Back to our Regions – Wellington

15 June 2021

}

9:30am-12:00pm

Wharewaka Function Centre

The cost will be $20+gst for members and $50+gst for non-members

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.

What does good governance look like 

16 June 2021

}

12:00pm-1:00pm

Online

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

This webinar will talk about directors’ responsibilities and different approaches depending on the size of your business.. eg, Board, Advisory board or solo director. More details to follow.

Getting Back to our Regions – Christchurch Live

23 June 2021

}

9:30am-12:00pm

Russley Golf Club

The cost will be $20+gst for members and $50+gst for non-members

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.

Getting Back to our Regions – Christchurch Online

23 June 2021

}

9:30am-12:00pm

Online

The cost will be $20+gst for members and $50+gst for non-members

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.

Getting Back to our Regions – Dunedin

29 June 2021

}

9:30am-12:00pm

Dunedin Centre

The cost will be $20+gst for members and $50+gst for non-members

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.

Professional Ethics Workshop

9th July 2021

}

09:00am-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.

Professional Ethics Workshop

23rd July 2021

}

09:00am-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.

Professional Ethics Workshop

6th August 2021

}

09:00am-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.

Professional Ethics Workshop

20th August 2021

}

09:00am-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.

Professional Ethics Workshop

3rd September 2021

}

09:00am-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.

Professional Ethics Workshop

17th September 2021

}

09:00am-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.

Financial Advice Masterclass

15 November 2021

}

TBC

Wellington

TBC

Join us at our Financial Advice NZ Masterclass

Financial Advice AGM

15 November 2021

}

TBC

Wellington

Free

Join us at our Financial Advice NZ AGM

Financial Advice Conference

16 & 17 November 2021

}

TBC

Wellington

TBC

Join us at our Financial Advice NZ Conference
More information to follow