Event Calendar

CPD policy for members

If you have any events you would like to add here please email info@ifa.org.nz for inclusion.

Branch meetings/Conference | Meeting | Online-Library | Online-Live | Other | Prof Dev Day

Branch Meetings / Conference

Event Provider Date Location
Waikato Branch meeting (16 November 2017) IFA 16 Nov 2017 Hamilton
AUCKLAND IFA BRANCH SPECIAL CHARITY LUNCHEON (22 November 2017) IFA 22 Nov 2017 Auckland
Central Branch Christmas Function (28 November 2017) IFA 28 Nov 2017 Palmerston North
Waikato Branch meeting (29 November 2017) IFA 29 Nov 2017 Hamilton
Wellington Branch Christmas Function (06 December 2017) IFA 06 Dec 2017 Wellington

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Meeting

Event Provider Date Location
IFA Council Meeting IFA 30 Nov 2017
IFA Board Meeting IFA 30 Nov 2017 Wellington

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Online-Live

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Online-Library

Event Provider Date Location
ONLINE LIBRARY: Best Practice for Business: Governance, Ethics, Compliance and Business Management Strategi Institute 30 May - 31 Dec 2017 (Recording date: 23 Feb 2016)
ONLINE LIBRARY: FMA Webinar - Demystifying AML Compliance (FREE) (04 June 2014) FMA 21 Jun - 31 Dec 2017 (Recording date: 4 June 2014)
ONLINE LIBRARY: IFA Webinar: Staying Compliant in 2017 - Your PD Plan (22 Feb 2017) IFA 21 Jun - 31 Dec 2017 (Recording date: 22 Feb 2017)
ONLINE LIBRARY: IRD Webinar - Tax Rules for Foreign Superannuation Lump Sums (5 Nov 2014) IRD 21 Jun - 31 Dec 2017 Recording date: 5 Nov 2014)
ONLINE LIBRARY: How to approach a Case Study for CFPCM (16 Nov 2015) IFA 21 Jun - 31 Dec 2017 (Recording date: 16 Nov 2015)
ONLINE LIBRARY: Takeovers in NZ – a case study approach (26 May 2015) Takeovers Panel 19 Sep - 31 Dec 2017 (Recording date: 26 May 2015)
ONLINE LIBRARY: IFA AML Webinar: Your August 2014 online AML Report for the FMA - a how to guide IFA 19 Sep - 31 Dec 2017 (Recording date: 12 Aug 2014)
ONLINE LIBRARY: IBE-IFA Ethics Webinar 2 - The foundations of trust, how it is lost and maintained (Recording date: 21 Oct 2015) IBE 19 Sep - 31 Dec 2017 (Recording date: 21 Oct 2015)
ONLINE LIBRARY: IFA Webinar: An Online AML pre-audit tool (19 August 2014) Compliance Plus LTD 19 Sep - 31 Dec 2017 (Recording date: 19 Aug 2014)
ONLINE LIBRARY: Rabobank - Processes and Dynamics in investment decisions for Family-Owned Businesses (09 June 2016) Rabobank 19 Sep - 31 Dec 2017 (Recording date: 09 June 2016)
ONLINE LIBRARY: IFA Legal Webinar 2 of 3 - Financial Advisers and Avoiding Being Sued - a common sense approach (17 June 2014) Wynn Williams 19 Sep - 31 Dec 2017 (Recording date: 17 June 2014)
ONLINE LIBRARY: IFA Legal Webinar 3 of 3 - Legal Principles underlying Health and Life Insurance (5 July 2014) Wynn Williams 19 Sep - 31 Dec 2017 (Recording date: 5 July 2014)
ONLINE LIBRARY: Constructing better Risk Statements of Advice (26 Feb 2014) Russell Hutchinson 19 Sep - 31 Dec 2017 (Recording date: 26 Feb 2014)
ONLINE LIBRARY: IFA Legal Webinar 1 of 3 - A Financial Advisers Legislation Potpourri (27 May 2014) Wynn Williams 19 Sep - 31 Dec 2017 (Recording date:27 May 2014)
ONLINE LIBRARY: IBE Ethics Webinar 2/2: Ethical Perspectives (21 Feb 2017) IBE 19 Sep - 31 Dec 2017 (Recording date 21 February 2017)
ONLINE LIBRARY: IBE Ethics - Best practice for dealing with Conflicts (12 Aug 2015) IBE 19 Sep - 31 Dec 2017 (Recording date: 12 Aug 2015)
ONLINE LIBRARY: Prospect Theory - The academic paper that launched behavioral finance (29 June 2016) Consilium 19 Sep - 31 Dec 2017 (Recording date:29 June 2016)
ONLINE LIBRARY: Cecilia Farrow Webinar: Advice and solutions for multi owner businesses (10 May 2017) Thrive Consulting 19 Sep - 31 Dec 2017 Recording Date (10 May 2017)
ONLINE LIBRARY: The needs of High Net-Wealth Clients and understanding their personality (19 Aug 2015) Consilium 19 Sep - 31 Dec 2017 (Recording date: 19 Aug 2015)
ONLINE LIBRARY: IBE Ethics Webinar 1/2 - Communicating ethical values (12 May 2016) IBE 19 Sep - 31 Dec 2017 (Recording date: 12 May 2016)
ONLINE LIBRARY: IFA Webinar- Responsible Investing & how to avoid cluster bombs (29 Nov 2016) The Investment Store 19 Sep - 31 Dec 2017 (Recording date 29 November 2016)
ONLINE LIBRARY: Part I: Specific outcomes from financial products Part II: The True cost of Investing (18 Feb 16) Dynamique 19 Sep - 31 Dec 2017 (Recording date:18 Feb 2016)
ONLINE LIBRARY: IFA Webinar: Retirement Income Policy Review, KiwiSavers place (11 May 2016) Commission for Financial Capability 19 Sep - 31 Dec 2017 (Recording date: 11 May 2016)
ONLINE LIBRARY: IFA Webinar: Market Crashes! Forecasts and False Prophets (9 Nov 2016) Consilium 19 Sep - 31 Dec 2017 (Recording date 9 November 2016)
ONLINE LIBRARY: IRD Webinar - Tax Issues for Financial Advisers (30 August 2016) IRD 19 Sep - 31 Dec 2017 (Recording date: 30 August 2016)
ONLINE LIBRARY: IFA Webinar: Helping Trustees of Family Trusts (19 July 2017) Thrive Consulting 19 Sep - 31 Dec 2017 (Recording date: 19 July 2017)
ONLINE LIBRARY - Understanding the new Trust Act (1 June 2017) Trustee Support 19 Sep - 31 Dec 2017 Recording Date ( 01 June 2017)
ONLINE LIBRARY: IBE Webinar - A fresh look at conflicts of interest (14 August 2017) IBE 19 Sep - 31 Dec 2017 (Recording date: 14 August 2017)
ONLINE LIBRARY: FMA update on your AML/CFT compliance (17 Aug 2017) FMA 19 Sep - 31 Dec 2017 (Recording date: 17 Aug 2017)
ONLINE LIBRARY: Cecilia Farrow Webinar Buy and Sell Deeds for multi owner businesses (7 June 2017) Thrive Consulting 20 Sep - 31 Dec 2017 (Recording date: 07 June 2017)
ONLINE LIBRARY - Sorting out Disclosure! - new disclosure processes and templates.(13 June 2016) IDS 20 Sep - 31 Dec 2017 (Recording date: 13 June 2016)
ONLINE LIBRARY: Options and Issues for facing clients considering retirement villages (27 Aug 2015) Commission for Financial Capability 20 Sep - 31 Dec 2017 (Recording date: 27 Aug 2015)
ONLINE LIBRARY: Consilium: What is risk capacity? Why is it far more important than risk tolerance? (10 Oct 2017) Consilium 11 Oct - 31 Dec 2018 (Recording date: 10 Oct 2017)

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Other

Event Provider Date Location
IFA WEBINAR INSTRUCTIONS - HOW TO JOIN A WEBINAR IFA 20 Dec - 31 Dec 2017
Triplejump e-module #1: The Principles of Risk Management Planning Triplejump 07 Sep - 31 Aug 2020 Online e-module
Triplejump e-module #2: The Lifecycle of an Individual Triplejump 07 Sep - 06 Sep 2020 Online e-module
Triplejump e-module #3: The Law and Advice Triplejump 07 Sep - 06 Sep 2020 Online e-module
Triplejump e-module #4: The Insurance Industry Triplejump 07 Sep - 06 Sep 2020 Online e-module
Triplejump e-module #5: Insurance Principles Triplejump 07 Sep - 06 Sep 2020 Online e-module
Triplejump e-module #6: Insurance Policy Contract Overview Triplejump 07 Sep - 06 Sep 2020 Online e-module
Triplejump e-module #7: Insurance Products: Common Features Triplejump 07 Sep - 06 Sep 2020 Online e-module
Triplejump e-module #8: Core Insurance Products Triplejump 07 Sep - 06 Sep 2020 Online e-module
Triplejump e-module #9: Customised Insurance Products Triplejump 07 Sep - 06 Sep 2020 Online e-module
Triplejump e-module #10: An Introduction to Estate Planning Triplejump 07 Sep - 06 Sep 2020 Online e-module
Triplejump e-module #11: Underwriting in the Insurance Industry Triplejump 07 Sep - 06 Sep 2020 Online e-module
Triplejump e-module #12: 3 dimensions of customer engagement Triplejump 07 Sep - 06 Sep 2020 Online e-module
Triplejump e-module #13: Advice & Sales - Generating New Business Triplejump 07 Sep - 06 Sep 2020 Online e-module
Triplejump e-module #14: Business Structures & Legislation NZ Triplejump 07 Sep - 06 Sep 2020 Online e-module
Triplejump e-module #15: An Introduction to Financial Statements Triplejump 07 Sep - 06 Sep 2020 Online e-module
Triplejump e-module #16: Operational Diagrams for Business Triplejump 07 Sep - 06 Sep 2020 Online e-module
Triplejump e-module #17: Key Person Consultation for Business Risk Triplejump 07 Sep - 06 Sep 2020 Online e-module
Triplejump e-module #18: Business Ownership Triplejump 07 Sep - 06 Sep 2020 Online e-module
Triplejump e-module #19: An Introduction to the Farming Sector Triplejump 07 Sep - 06 Sep 2020 Online e-module

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