Webinars

Download and view these webcasts in your own time. If the content is relevant to your Annual Professional Development Plan please ‘self-record’ the webcast as one hour unstructured* CPD in your online CPD log in the ‘my membership’ area at www.financialadvice.nz

[*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].

When webinars are streamed live we use a streaming platform called Zoom. Instructions on how to use Zoom for the first time can be found here https://www.youtube.com/watch?v=vFhAEoCF7jg


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 presentation
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