Calendar | RiskinfoNZ

Strategi Institute Financial Advice: Legislative Framework strand – Auckland @ Strategi Institute

Nov 19 @ 8:30 am – 1:00 pm

PIQ Workshop How to Package Yourself as A Recognised Expert – Auckland and Webinar @ PIQ Boardroom

Nov 19 @ 10:30 am – 11:30 am

Competition in the marketplace seems to be increasing by the hour, thanks largely to the proliferation of digital technology and online marketing. Buyers have so many purchasing options that didn’t exist until recently. Unless you’re able to differentiate, you sound like, look like and act like everyone else. This leads to price only selling.

Nov

20

Wed

PIQ Workshop Pulling apart the FMA internal complaint process requirements – Auckland and Webinar @ PIQ Boardroom

Tickets

Nov 20 @ 10:30 am – 11:30 am

The FMA are releasing new guidelines on what advisers need to do to have a complaint internal complaint process.

Nov

25

Mon

Financial Advice NZ and FMA Transitional Licensing Seminar – Nelson @ Nelson Golf Course

Tickets

Nov 25 @ 10:30 am – 12:30 pm

The free two-hour seminars will talk through all the key aspects of transitional licensing including a reminder of the timeframes and new requirements, plus case studies showing the options of how to operate in the new regime under different business structures.

The seminars also provide a first-hand look at how the application process will work when applications open on November 25.

Dec

2

Mon

Strategi Institute Core Strand – Auckland @ Strategi Institute

Tickets

Dec 2 @ 8:30 am – Dec 3 @ 4:30 pm

Dec

4

Wed