Calendar

Nov
19
Tue
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
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
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
Dec 2 @ 8:30 am – Dec 3 @ 4:30 pm
Dec
4
Wed
Strategi Institute Life and Health Insurance Strand – Auckland @ Strategi Institute
Dec 4 @ 8:30 am – Dec 5 @ 4:00 pm
Dec
17
Tue
Strategi Institute Financial Advice: Advice Process strand – Auckland @ Strategi Institute
Dec 17 @ 8:30 am – Dec 18 @ 4:30 pm