Calendar

Sep
18
Wed
Strategi Institute Compliance Officer Course – Auckland @ B:Hive, Smales Farm
Sep 18 @ 8:30 am – Sep 19 @ 4:30 pm
Sep
25
Wed
Transitional Licensing Seminar @ North Harbour Stadium
Sep 25 all-day

The FMA have just announced a series of 90-minute seminars about transitional licensing in Auckland, Hamilton, Wellington, Christchurch and Dunedin.

This is your chance to get a first-hand look at how the application process works and ask the FMA directly about the requirements to get a financial advice provider licence. Register here. Be quick – the roadshows begin on 27 August.

  • North Shore; 27 August 2019, 1 pm; North Harbour Stadium
  • Wellington; 5 September 2019, 9 am; Westpac Stadium
  • Hamilton; 9 September 2019, 1 pm; Distinction Hotel
  • Christchurch; 25 September 2019, 9 am; Pepper’s Clearwater Resort
  • Dunedin; 26 September 2019, 9 am; Edgar Centre

Light refreshments will be served after the 90-minute workshop, when you can ask FMA representatives your questions directly. There is a limit of two people per organisation at the roadshows.

Strategi Institute Compliance Officer Course – Auckland @ B:Hive, Smales Farm
Sep 25 @ 8:30 am – Sep 26 @ 4:30 pm
Strategi Institute Core Strand – Auckland @ Strategi Institute
Sep 25 @ 8:30 am – Sep 26 @ 4:30 pm
Sep
26
Thu
Transitional Licensing Seminar @ North Harbour Stadium
Sep 26 all-day

The FMA have just announced a series of 90-minute seminars about transitional licensing in Auckland, Hamilton, Wellington, Christchurch and Dunedin.

This is your chance to get a first-hand look at how the application process works and ask the FMA directly about the requirements to get a financial advice provider licence. Register here. Be quick – the roadshows begin on 27 August.

  • North Shore; 27 August 2019, 1 pm; North Harbour Stadium
  • Wellington; 5 September 2019, 9 am; Westpac Stadium
  • Hamilton; 9 September 2019, 1 pm; Distinction Hotel
  • Christchurch; 25 September 2019, 9 am; Pepper’s Clearwater Resort
  • Dunedin; 26 September 2019, 9 am; Edgar Centre

Light refreshments will be served after the 90-minute workshop, when you can ask FMA representatives your questions directly. There is a limit of two people per organisation at the roadshows.

Oct
8
Tue
Strategi Institute Financial Advice: Advice Process strand – Auckland @ Strategi Institute
Oct 8 @ 8:30 am – Oct 9 @ 4:30 pm
Professional IQ College Webinar – How To Ease Your Work/Life Imbalance
Oct 8 @ 10:30 am – 11:30 am

Debbie is similar to you. A parent. A partner. Totally involved with business. Debbie’s achievement is that as a mother with six young children (including twins and triplets), she started a business from scratch, grew it to a 6 figure annual income, built an enviable international reputation, wrote 16 bestselling books. All in a short timeframe, with part time staff, on a miniscule budget AND keeping the entire family happy simultaneously.

You will pick up strategies, ways and tips to achieving personal and business goals while successfully balancing the 1001 pulls on your time without dropping the ball.

You will learn

  • Tactics for bringing balance back into your life
  • How to decide what to eliminate, delegate, do better
  • How to set yourself up for success in achieving goals
Oct
10
Thu
Strategi Institute Life and Health Insurance Strand – Auckland @ Strategi Institute
Oct 10 @ 8:30 am – Oct 11 @ 4:00 pm
Oct
16
Wed
Strategi Institute Financial Advice: Legislative Framework strand – Auckland @ Strategi Institute
Oct 16 @ 8:30 am – 1:00 pm
Oct
24
Thu
Kepa Conference – Auckland @ Skycity Auckland
Oct 24 – Oct 25 all-day