Tuesday, October 26, 2021

Training

Compliance WOF Offer to Advice Business Owners

Strategi is offering a warrant of fitness service to advice business owners that includes a review of FAP policies, processes, controls, and advice documents. The...

Financial Advisers Offered Extra Support by Fidelity Life

Fidelity Life is increasing its support for financial advisers with the creation of a Solutions and Services team. The team, led by Trecia Brown, will...

$5,000 Certified Financial Planner Scholarship Offered

A scholarship valued at $5,000 is being offered by Nigel Tate Financial Planning of Hamilton to an adviser who is also a member of...

New Partners Life Training Module on Policy Ownership

Partners Life has released its latest education module for financial advisers who want to know more about policy ownership and the intricacies of enduring...

FSC’s ReGenerations Conference Gets a Lockdown Make-Over

The FSC's annual conference has been re-organised to take account of potential disruptions caused by government lockdowns. Richard Klipin, CEO of the FSC says his...
Banqer High school student training

Partners Life Backs Plan to Improve Children’s Financial Literacy

Partners Life is going into secondary schools as a support partner of Banqer High, an interactive online tool to help improve the financial literacy...

FSC Launches Get in Shape Survey

The Financial Services Council (FSC) is carrying out a survey of financial advisers to find out what challenges they're facing since the start of...

FAP Help for Advisers on Offer

Financial advisers struggling to get up to speed with applying for a full license, or putting systems in place, have been offered a helping...

Financial Adviser Pays Client $2,000 for Cancelled Meeting

A financial adviser has paid $2,000 compensation to a client after he failed to let her know, in a timely manner, that he had...