The Financial Advice NZ ethics workshop is facilitated by Jane Arnott, MNZM, Founder of Ethics Conversation.
It explores the role of self-awareness, open-mindedness, and active listening in your client discussions to manage natural bias. It also looks at ethical dilemmas you are likely to encounter in your client engagements and workshop how you respond to these to maintain your professional standards.
The workshop is regularly updated with the latest case law and ethics research findings.
The Professional Ethics Workshop session covers:
- Business ethics fundamentals
- Conflicts of interest
- Bias and speaking up, along with an examination of risks, challenges and ethical dilemmas
Each course is limited to 20 registrations. A course may be rescheduled if we do not achieve a minimum number of registrants. Webinar links will only be sent to those who have pre-paid by bank transfer, credit card (fee applies), or have arranged a direct debit payment.
Come and join us at the 2024 Quotemonster Roadshow, packed with cutting-edge insights and tools designed to enhance your business practices.
Join us at 9.15am for tea and coffee before the session starts at 9.30am. We can’t wait to see you there!
What’s in it for you?
Access new research: Check out 200+ updated products researched including: the latest business insurance research, group health insurance research, and legacy products
Stay safe with new Regtech: Discover how Checkmonster, Premium History Reports, and Company Reports can keep SOAs compliant
Expanded offer: Explore how to tackle new opportunities with business insurance SOAs and details on staying compliant while advising on existing business
What’s coming: We’re kiwi-owned and kiwi-based so it’s only natural we branch out and give you a sneak peek at Kiwimonster.
Come and join us at the 2024 Quotemonster Roadshow, packed with cutting-edge insights and tools designed to enhance your business practices.
Join us at 9.15am for tea and coffee before the session starts at 9.30am. We can’t wait to see you there!
What’s in it for you?
Access new research: Check out 200+ updated products researched including: the latest business insurance research, group health insurance research, and legacy products
Stay safe with new Regtech: Discover how Checkmonster, Premium History Reports, and Company Reports can keep SOAs compliant
Expanded offer: Explore how to tackle new opportunities with business insurance SOAs and details on staying compliant while advising on existing business
What’s coming: We’re kiwi-owned and kiwi-based so it’s only natural we branch out and give you a sneak peek at Kiwimonster.
Come and join us at the 2024 Quotemonster Roadshow, packed with cutting-edge insights and tools designed to enhance your business practices.
Join us at 9.15am for tea and coffee before the session starts at 9.30am. We can’t wait to see you there!
What’s in it for you?
Access new research: Check out 200+ updated products researched including: the latest business insurance research, group health insurance research, and legacy products
Stay safe with new Regtech: Discover how Checkmonster, Premium History Reports, and Company Reports can keep SOAs compliant
Expanded offer: Explore how to tackle new opportunities with business insurance SOAs and details on staying compliant while advising on existing business
What’s coming: We’re kiwi-owned and kiwi-based so it’s only natural we branch out and give you a sneak peek at Kiwimonster.
Come and join us at the 2024 Quotemonster Roadshow, packed with cutting-edge insights and tools designed to enhance your business practices.
Join us at 9.15am for tea and coffee before the session starts at 9.30am. We can’t wait to see you there!
What’s in it for you?
Access new research: Check out 200+ updated products researched including: the latest business insurance research, group health insurance research, and legacy products
Stay safe with new Regtech: Discover how Checkmonster, Premium History Reports, and Company Reports can keep SOAs compliant
Expanded offer: Explore how to tackle new opportunities with business insurance SOAs and details on staying compliant while advising on existing business
What’s coming: We’re kiwi-owned and kiwi-based so it’s only natural we branch out and give you a sneak peek at Kiwimonster.
Financial Advice NZ event.
As we look to the future, our industry is in transition. What made advice businesses successful today will not be the same as what makes them successful tomorrow.
Consumer expectations are changing and the regulatory and competitive environment in which financial and mortgage advisers operate is becoming increasingly complex.
As an industry, how well, and quickly, we respond to these changes will determine the ongoing relevance of financial advice.
There has never been a better environment for fresh thinking and new ideas, adviser-led originality, and curiosity to re-imagine the future for financial advice in New Zealand.
Why you should attend the 2024 Connect Tour
- Cut through the noise – get clarity of purpose for yourself and your business
- Explore new ideas to implement with your clients today
- Be future focused on the latest trends impacting our advice community.
Come and join us at the 2024 Quotemonster Roadshow, packed with cutting-edge insights and tools designed to enhance your business practices.
Join us at 9.15am for tea and coffee before the session starts at 9.30am. We can’t wait to see you there!
What’s in it for you?
Access new research: Check out 200+ updated products researched including: the latest business insurance research, group health insurance research, and legacy products
Stay safe with new Regtech: Discover how Checkmonster, Premium History Reports, and Company Reports can keep SOAs compliant
Expanded offer: Explore how to tackle new opportunities with business insurance SOAs and details on staying compliant while advising on existing business
Financial Advice NZ event.
As we look to the future, our industry is in transition. What made advice businesses successful today will not be the same as what makes them successful tomorrow.
Consumer expectations are changing and the regulatory and competitive environment in which financial and mortgage advisers operate is becoming increasingly complex.
As an industry, how well, and quickly, we respond to these changes will determine the ongoing relevance of financial advice.
There has never been a better environment for fresh thinking and new ideas, adviser-led originality, and curiosity to re-imagine the future for financial advice in New Zealand.
Why you should attend the 2024 Connect Tour
- Cut through the noise – get clarity of purpose for yourself and your business
- Explore new ideas to implement with your clients today
- Be future focused on the latest trends impacting our advice community.
Come and join us at the 2024 Quotemonster Roadshow, packed with cutting-edge insights and tools designed to enhance your business practices.
Join us at 9.15am for tea and coffee before the session starts at 9.30am. We can’t wait to see you there!
What’s in it for you?
Access new research: Check out 200+ updated products researched including: the latest business insurance research, group health insurance research, and legacy products
Stay safe with new Regtech: Discover how Checkmonster, Premium History Reports, and Company Reports can keep SOAs compliant
Expanded offer: Explore how to tackle new opportunities with business insurance SOAs and details on staying compliant while advising on existing business
What’s coming: We’re kiwi-owned and kiwi-based so it’s only natural we branch out and give you a sneak peek at Kiwimonster.
Come and join us at the 2024 Quotemonster Roadshow, packed with cutting-edge insights and tools designed to enhance your business practices.
Join us at 9.15am for tea and coffee before the session starts at 9.30am. We can’t wait to see you there!
What’s in it for you?
Access new research: Check out 200+ updated products researched including: the latest business insurance research, group health insurance research, and legacy products
Stay safe with new Regtech: Discover how Checkmonster, Premium History Reports, and Company Reports can keep SOAs compliant
Expanded offer: Explore how to tackle new opportunities with business insurance SOAs and details on staying compliant while advising on existing business
What’s coming: We’re kiwi-owned and kiwi-based so it’s only natural we branch out and give you a sneak peek at Kiwimonster.