Webinars

Download and view these webinar replays in your own time. If the content is relevant to your Annual Professional Development Plan, please ‘self-record’ the webinar as one hour unstructured* CPD in your own CPD log. If you are signed up to our new LMS Ontrack by Kaplan Professional , please watch the webinar replays via Ontrack so that the system automatically logs your CPD hours. 

Financial Advice New Zealand CPD logs are no longer available in the My Membership section. They are being transferred to Ontrack and there may be a short delay while they get everyone set up. If you are not using Ontrack, you will need to self record your CPD hours in your own CPD Log moving forward. If you require a copy of your CPD log to April 2023, please email [email protected] and we will send it to you.  

[*Unstructured CPD is learning and development that is not an outcomes-based learning activity and does not test a learner’s acquisition of new abilities, professional skills or knowledge. Unstructured learning is a category of learning activity that enables specialisation within the profession and affords Members the opportunity to undertake individual learning, without being monitored by a competent third party.  Source Membership Bylaws].

LIVE WEBINARS
Live webinars are streamed via Zoom. Instructions on how to use Zoom for the first time can be found here https://www.youtube.com/watch?v=vFhAEoCF7jg.
If you are using Ontrack, you still need to watch the live webinars via Zoom. Your CPD certificate can be accessed from within the Ontrack platform and will not be emailed separately. 
If you are not signed up for Ontrack, CPD certificates for Financial Advice New Zealand run events will be emailed within 10 working days of the event.

View upcoming webinars and events


Bring in the Experts - 2021 Webinars

Webinar 57 - How to engage a Financial Adviser to a FAP on the new Financial Service Providers Register

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Webinar 58 - What you need to consider to stay protected in the new regime

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Financial Advice NZ FAP update
Friendly Guide 2020

Webinar 59 - Economic Series - Part 1 - Update on the New Zealand Economy
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Webinar 60 - Economic Series - Part 2 - Update on the Property Market

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Click here to view presentation from Corelogic

Webinar 61 - Economic Series - Part 3 - Update on the Financial Market
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Webinar 62 - Economic Series - Part 4 - Update on the Financial Market

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Webinar 63 - Series on Legislative changes - Part 1 - Update from FMA

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Webinar 64 - Series on Legislative changes - Part 2 - Privacy Law Requirements

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Webinar 65 - Series on Legislative changes - Part 3 - New Trust laws 

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Webinar 66 - Series on Legislative changes - Part 4 -AML Compliance

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Webinar 67 -Budget update from Tony Alexander

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Webinar 68 - Disputes Resolution Schemes - Panel Discussion
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Webinar 69 - Update on Financial Advice NZ Liability Programme
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Webinar 70 - What does good Governance look like
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Webinar 71 - Update from FMA, Unbundling Full Licensing & Consultation on Financial Advice NZ draft Constitution
Click here to download workbook - Outsourcing 
Click here to download workbook - Business continuity and technology systems
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Webinar 72 - The Credit Contracts and Consumer Finance Act (CCCFA) - What you need to know about the new legislative changes
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Webinar 73 -Succession Planning for your business and how to value your business
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Webinar 74 -Are your record keeping processes compliant for the new regime
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Click here to view the workbook

Webinar 75 -76 Webinar recording unavailable

Webinar 77 -KiwiSaver - Contributions are just as important as fees
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Webinar 78 - Cryptocurrency
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Webinar 79 - Time to review your professional development plan
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Click here to view the workbook
Click here for the CPD template for advisers
Click here for the CPD template for directors

Webinar 80 - Clawbacks and your 'fee for service' charges
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Webinar 81 - Under the Microscope: Conduct and Culture - the need to create better outcomes for our clients
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Click here for the FMA Report

Webinar 82 - Let's talk lending: Panel discussion with the experts
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Webinar 83 - Economic update with Tony Alexander
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Webinar 84 - Toolkit for FAP directors
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Click here to download the workbook

Webinar 85 - The new draft Constitution
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Click here to the new proposed Constitution and supporting docs

Webinar 86 - NZ property update with Nick Goodall
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Webinar 87 - Taking care of your clients when you can't - how to include a locum adviser agreement in your BCP
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Click here to download the Locum Checklist
Click here to register for the Peer to Peer Locum-Adviser service

Webinar 88 - Staying compliant with business replacement strategies
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Click here for the business replacement processes document
Click here for the business replacement checklist

Webinar 89 - The new competency requirements - do you know what they are?
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Webinar 90 - No jab, no job
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Webinar 91 - Marketing and Promotion - sending a clear message to your clients
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Webinar 92 - What to expect from a monitoring visit
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Webinar 93 - Industry leaders end of year wrap up
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Super Wednesday Webinars

Webinar - Financial Planning/Investments - Key considerations when discussing investments with clients - 3 April 2024

Guest speakers:

  • Apollo Lupescu PhD, Vice President, Dimensional Fund Advisors Santa Monica office
  • Tom Deacon, Senior Investment Analyst, Mint Asset Management NZ
Click here to view the webinar

Webinar - Lending - Supercharge your digital tools and presence - 7 February 2024

Guest speakers:

  • Tony Cosma, cyber security expert
  • Ryan Melton, host of NZ Business Owners podcast
  • Raiden Page. NZ Financial Planning expert
  • Sue Mihakis-Tierney, Financial Adviser

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Webinar - Financial Planning/Investments - Best practice for file reviews - 18 October 2023

Click here to view the webinar - due to technical difficulties the webinar is part recorded. 
Click here to view the presentation - Tony Walker
Click here to view the presentation - Charlene Overell
Click here to view the presentation - Adam Stewart


Webinar - Lending - Supercharge first home buyers - 6 September 2023

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Webinar - Risk - 9 August 2023

Guest speaker:

  • David Greenslade, Executive Director, Strategi

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Click here to view the presentation  - Cecilia Farrow 


Webinar - Risk and Insurance - 3 May 2023

Guest speaker:

  • Steve De Jong, Founder & Director, Sm8rtHealth

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Webinar - Financial Planning and Investments - Decumulation and changing your clients'' mindset from saving to spending - 5 April 2023

Guest speaker:

  • Chris Douglas, Principal at MyFiduciary & Fi360 Pacific
  • Ben Brinkerhoff, Head of Advice, Consilium
  • Royden Shotter, Founder & Creator, Planolitix

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Click here to view the presentation - My Fiduciary
Click here to view the presentation - Consillium

Webinar - Lending - What's your value proposition? - 2 November 2022

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Webinar - Insurance - 5 October 2022

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Click here to view presentation -Dean Logan
Click here to view presentation - Cecilia Farrow
Click here to view presentation - Leigh Hodgetts

Webinar - Financial Planning and Investment - Key insights, updates and best practice for financial planners and investment advisers - 3 August 2022

Guest speakers:

  • Bevan Graham, Salt Funds
  • David Boyle, Mint Asset
  • Maaike von Tol, ANZ Investments
  • Ainsley McLaren, Harbour Asset
  • Deborah Carlyon, CFP
  • Dean Anderson, Kernel Wealth

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Webinar - Lending

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Bring in the Experts - 2022 Webinars

Webinar 131 - 30 November - Do you have a complaint to resolve and when would you pay compensation to a client?
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Webinar 130 - 23 November - FMA Thematic review on wholesaling investing
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Presentation is not available for this webinar

Webinar 129: 16 November - Understanding markets during turbulent times 
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Webinar 128: 9 November - How to Interpret a set of Financial Statements
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Webinar 127: 26 October - What does servicing your clients look like in the new regime?
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Webinar 126: 19 October - What are the regulatory returns? The consultation has begun.
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Webinar 125: 12 October- Economic Update with Cameron Bagrie
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 There are no slides for this webinar

Webinar 124: 28 September - Corelogic - When will the downturn end?
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Webinar 123: 21 September - FMA Review of Consumer Experience Report

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 Click here to view report
Webinar 122: 14 September - Not far off retirement? The average KiwiSaver fund looks like this...

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Webinar 121: 31 August - Bring in the Experts - You've bought a client book and now there's a complaint - what are the implications?

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Webinar 120: 24 August -Is it Ethical, Socially responsible or just a good investment option

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Webinar 119: 17 August -Protect your clients assets with the right legal structure

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Webinar 118: 10 August -Would your clients consider your behaviour ethical?

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Webinar 117: 27th July -Fire and General update
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Global Catastrophe Recap
Weather, Climate and Catastrophe Insight
Reinsurance Market Dynamics

Webinar 116: 20th July - FMA Guidance updates
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Webinar 115: 13th July - Your Locum Adviser Checklist
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Click here for the Locum Checklist
Click here for the Locum Agreement Guide
Click here for the peer-to-peer locum adviser service form

Webinar 114: Corelogic - The Property Markets - trends, curiosities and the unknown

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Webinar 113: Professional Liability Insurance

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Webinar 112: The Bank of Mum and Dad

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Webinar 111:Spotlight on Medical Trends with AIA

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The presentation is not available for this webinar


Webinar 110: Helping your clients navigate retirement village life 

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Click here for the Retirement Village guide for clients

 

Webinar 109:Make your business smarter

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Webinar 108: How to get the most out of Xero

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Webinar 107: Economic Update with Tony Alexander

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Webinar 105: How to become a CFP, CLU and a Trusted Adviser

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Webinar 104: NZ Income Insurance Scheme Discussion

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Webinar 103: Overcoming barriers to obtain your full FAP licence with the FMA

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Webinar 102: The risks of cyber threats

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Webinar 101: How to obtain a Financial Advice Provider (FAP) Licence

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FAP Licensing Application Guide


Webinar 100: The NZ Adviser Wellbeing research - how do we create healthier, longer, better lives for advisers?

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Webinar 99: Disputes Resolution Scheme (DSR) panel update

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Webinar 98: How credit and affordability reports can enable a better customer experience and a more informed consumer

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Webinar 97: Key changes to the Privacy Act 2020 and what this means for your business

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Webinar 96: Upskill your understanding on Vault Digital Funds and Digital Assets

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Click here to view the presentation: Bitcoin 101 - Fidelity Digital Assets
Click here to view the presentation: Vault Digital Funds 

Webinar 95:Helping the home loan process

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Webinar 94: Economic Update with Cameron Bagrie

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Bring in the Experts - 2024 Webinars

Business Success Unveiled - April 24 - Webinar 185

Speakers:

- David Whyte, DCW Management Ltd
- Stephen Redwood, Personal Investment Centre
- Tim Fairbrother, RIVAL Wealth
- William Tieu, Goldsmith Mortgages

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How changes in the brightline test impact both buyers and sellers - April 17 - Webinar 184

Speaker:

- Kate Chivers, Principal, Turner Hopkins

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Raising Awareness of the Value of Financial Advice - April 10 - Webinar 183

Speaker:

- Bronwyn Kirwan, Chief Commercial Officer, Fidelity Life
- Mark Vincett, Insight Director, Sapien

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New Research on KiwiSaver Contributions Behaviour - March 27 - Webinar 182

Speaker:

- Dr Michelle Reyers, Policy Lead, Te Ara Ahunga Ora Retirement Commission 

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Understanding Changes with ACC Cover - March 20 - Webinar 181

Speaker:

- Philip Southgate, Relationship Manager, ACC

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Update to ACC levies on overseas income
Fatal claim - Prorata calculations information


Is the Inflation Genie Back in the Bottle? - March 13 - Webinar 180

Speaker:

- Justin Tyler, Director & Portfolio Manager, Daintree Capital

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The Future of Crypto and Blockchain: Opportunities and Challenges - February 28 - Webinar 179

Speakers: 

- Jeremy Muir, Partner at MinterEllisonRuddWatts
- Tracey McDonald, Co-Founder & CRO at DSG

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Managing in Times of Pressure - February 21 - Webinar 178

Speaker:

- Kay Chapman, Director, Chapman Employment Relations

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Family Law Insights: Contracting Out Agreement & Separation Agreements - February 14 - Webinar 177

Speaker:

- Richard Lyttelton, Partner, Govett Quilliam

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Property Update by CoreLogic - January 31 - Webinar 176

Speaker: 

- Nick Goodall, Head of Research, CoreLogic

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Economic Update by Cameron Bagrie - January 24 - Webinar 174
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Bring in the Experts - 2023 Webinars

Webinar 173 - November 22nd - Hold on, 2024 is fast approaching. Sector insiders reflect on this year and next.
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Webinar 172 - November 22nd - Insurance Premiums. What is happening in 2024 with Cara Jiao
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Webinar 171 - November 15th - Five things' advisers should know about the forestry investment.
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Webinar 170 - November 9th - The business of merger and acquisitions with Steve Prendeville
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Webinar 169 - November 1st -Will your retirement be Super?
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Webinar 168 - October 25th - Demystifying vulnerable clients and unpacking AML
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Webinar 167 - October 11th - Making informed, responsible investment choices – the demand for ethical investing in NZ
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Webinar 166 - October 3rd - 2023 Consumer Research Launch on the Value of Financial Planning
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Webinar 165 - September 27th - Rules of Thumb for KiwiSaver Drawdown – the essential guide
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Webinar 164 - September 20th- Proving product suitability - strategies, evidence and client engagement
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Webinar 163 - September 13th - Navigating our economic future: Cameron Bagrie on the Pre-election Fiscal and Economic Update
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Webinar 162 - August 30th - Rising financial capability and improve financial literacy 
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Webinar 161 - August 23rd - The ever-evolving credit landscape: Solutions, trends & future predictions
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Webinar 160 - August 16th - Navigating the world of digital currencies with confidence
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Webinar 159 - August 2nd - Harnessing the power of internet to generate more customers and more repeat business
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Webinar 158 - July 26th - Understanding complaints: Trends, case studies, and best practices for financial advisers
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Webinar 157 - July 19th - Crafting impactful Statement of Advice
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 Presentation is not available. 
Webinar 156 - July 12th -How cyber resilient is your business?
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Presentation is not available. 
Webinar 155 - July 5th -Market update by CoreLogic
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Webinar 154 - June 28 -Embracing AI in the world of Finance
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Webinar 153 - June 21st - How do your client files measure up? Hear what the experts are seeing in file reviews
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Webinar 152 - June 14th - Navigating retirement villages: what advisers need to know
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Information Webinar: Personal Liability Insurance Update with Clinton Stanger
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Webinar 149 - May 31 - Good Governance for Financial Advisers
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Webinar 148 - May 24 - Budget update with Cameron Bagrie
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Webinar 147 - May 17 - ACC Update: Cover for self-employed sole traders and shareholders
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Click here to view CPX differences and scenarios document
Click here to view follow-up answers to the Q&A 

Webinar 146 - May 10 - Behind the scenes of Cyclone Gabrielle: 
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Training Webinar - How to use Ontrack - a navigation by Kaplan Professional
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Webinar 144 - April 26 - FMA update on Regulatory Returns
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Self assessment tools complaints (fma.govt.nz)
Vulnerable customers (fma.govt.nz)
Vulnerable Clients Register
Technology Incidents Register
Life & Kiwisaver Products Register
Complaints Register
Annual Professional Development Plan

Webinar 143 - April 19 - Effective Communication: De-escalating and difficult behaviours
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Presentation is not available for this webinar.   

Webinar 142 - April 12 - Be a brand your clients value 
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Presentation is not available for this webinar.   

Webinar 141 -March 29 - How well are you securing your clients data?
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Webinar 140 -March 22 - FMA first week of full licensing
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Webinar 139 - March 15 - Market update by Corelogic
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Webinar 138 - 8 March - Covering your legal bases: Protecting your business and your clients.
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Webinar 137 - 1 March - Impact Investing, what does this really mean?

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Webinar 136 - 22 February -The Road Ahead - Part 4 - Enhancing your Business Continuity Plan – have you tested it?
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Self assessment tool cyber security and BCP
Developing cyber resilience for financial advice providers
BCP technology workbook 5 - v2

Webinar 135 -15 February -The Road Ahead - Part 3 - Discussing good record keeping and tips for the year ahead.  

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Click here to view the PowerPoint.
Record Keeping for financial advice providers
Record Keeping Self-assessment tool

Webinar 134 - 01 February -The Road Ahead - Part 2 - Reviewing the stages of Disclosure and the complaints process.
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Click here to view the PowerPoint.
Disclosure Requirements Guide

Webinar 133 - 01 February -The Road Ahead - Part 1- Understanding your competency requirements in the regime.
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Click here to view the PowerPoint - Cecilia Farrow

Webinar 132 - 25 January - Economic update by Cameron Bagrie
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