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When: June 2, 2021
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The Office of the Privacy Commissioner will deliver a webinar on the new Privacy Act 2020. The new Act has affected all businesses and anybody who obtains personal details. The new Act has meant significant changes for businesses in New Zealand. In many instances, the Act highlighted how many businesses where already non-compliant with existing legislation and has bought the need to be compliant to the... Details
When: May 5, 2021
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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. The Act is designed to restate and clarify previous Trust law.

When: May 12, 2021
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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... Details
When: May 19, 2021
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We are excited to have Economist Tony Alexander bring us an update on the New Zealand Budget and the economy. Topics covered include an update on the new government policy announcements and their implications on the markets, update on the property market, NZ spending, opening of the Trans-Tasman bubble and how its tracking, and Reserve Bank movements.

When: May 26, 2021
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The new financial advice regime has launched – so how are you tracking? The FMA’s John Botica and Derek Grantham provide an overview of key steps for success in your first 90 days as a FAP. This update will allow advisers to get a better understanding of what the regulator is considering and what areas they have concerns about and where to from here.

When: April 28, 2021
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When: August 22–23, 2019
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When: April 3–4, 2019
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2 day introduction to principles of modern finance, provide broad understanding of Dimensional’s idea and strategies and learn how to implement the approach in their business

When: August 1–2, 2018
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Historically, small cap stocks have had higher average returns than large cap stocks. However, this size premium has not appeared across all segments of small caps. In this article, we look at the available sample period in the US (back to the 1920s), various sub-periods of the data, the returns of different segments of the small cap universe, and the returns of small cap stocks in markets outside the US to better understand the returns of small relative to large cap... Details
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The Mortgage Lending for New Advisers Course is a three-day course which can be completed as part of working toward the New Zealand Certificate in Financial Services.

When: July 2–4, 2018
Where: Auckland
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The Mortgage Lending for New Advisers Course is a three-day course which can be completed as part of working toward the New Zealand Certificate in Financial Services.

When: October 29–31, 2018
Where: Auckland
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When: December 3–5, 2018
Where: Auckland
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When: February 26–28, 2019
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The Mortgage Lending for New Advisers Course is a three-day course which can be completed as part of working toward the New Zealand Certificate in Financial Services.

When: September 17–19, 2018
Where: Auckland
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When: August 22–23, 2019
Where: Auckland
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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.

When: June 2, 2021
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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.

When: May 5, 2021
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The workshop session covers: business ethics fundamentals, conflicts of interest, bias and speaking up, along with an examination of risks, challenges and ethical dilemmas. It refers to the Code of Professional Conduct for Financial Advice Providers and financial advisers. It examines the potential for dilemmas to arise and reflects on the role of the professional and provides conceptual clarity around the difference between compliance and... Details
When: August 6, 2021
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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.

When: July 9, 2021
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The workshop session covers: business ethics fundamentals, conflicts of interest, bias and speaking up, along with an examination of risks, challenges and ethical dilemmas. It refers to the Code of Professional Conduct for Financial Advice Providers and financial advisers. It examines the potential for dilemmas to arise and reflects on the role of the professional and provides conceptual clarity around the difference between compliance and... Details
When: August 20, 2021
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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.

When: May 21, 2021
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The workshop session covers: business ethics fundamentals, conflicts of interest, bias and speaking up, along with an examination of risks, challenges and ethical dilemmas. It refers to the Code of Professional Conduct for Financial Advice Providers and financial advisers. It examines the potential for dilemmas to arise and reflects on the role of the professional and provides conceptual clarity around the difference between compliance and... Details
When: July 23, 2021
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For our insurance specialists and financial advisers – we have a panel of insurance experts discussing the insurance sector and what we need to be aware of.

When: April 21, 2021
Thank you

You are the key to the future!

Did you know that our organization sponsors scholarships for students in the industry? A portion of your membership fees, event registrations, and product purchases goes to our scholarship fund. But, the majority of the income is from donations from members like you. Thank you for helping ensure the future of our profession.

Member Benefits

We have membership categories for students, education providers, vendors, and other partners. We are the organization for anyone associated with the industry!

  • Health insurance
  • Life insurance
  • Discounts on training and products
  • Discounts on conference and trade show registrations