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
Auckland Branch Meeting (13 June 2018) IFA 13 Jun 2018 Auckland
Waikato Branch Meeting (28 June 2018) IFA 28 Jun 2018 Hamilton
NATIONAL ADVISERS CONFERENCE 2018 Financial Advice NZ 26 - 28 Sep 2018 Rotorua

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Online-Live

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Online-Library

Event Provider Date Location
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)
ONLINE LIBRARY: Takeovers in NZ – a case study approach (26 May 2015) Takeovers Panel 09 Jan - 31 Dec 2018 (Recording date: 26 May 2015)
ONLINE LIBRARY: IFA AML Webinar: Your August 2014 online AML Report for the FMA - a how to guide IFA 09 Jan - 31 Dec 2018 (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 09 Jan - 31 Dec 2018 (Recording date: 21 Oct 2015)
ONLINE LIBRARY: Cecilia Farrow Webinar Buy and Sell Deeds for multi owner businesses (7 June 2017) Thrive Consulting 09 Jan - 31 Dec 2018 (Recording date: 07 June 2017)
ONLINE LIBRARY: Rabobank - Processes and Dynamics in investment decisions for Family-Owned Businesses (09 June 2016) Rabobank 09 Jan - 31 Dec 2018 (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 09 Jan - 31 Dec 2018 (Recording date: 17 June 2014)
ONLINE LIBRARY: Constructing better Risk Statements of Advice (26 Feb 2014) Russell Hutchinson 09 Jan - 31 Dec 2018 (Recording date: 26 Feb 2014)
ONLINE LIBRARY: IFA Legal Webinar 1 of 3 - A Financial Advisers Legislation Potpourri (27 May 2014) Wynn Williams 09 Jan - 31 Dec 2018 (Recording date:27 May 2014)
ONLINE LIBRARY: IBE Ethics Webinar 2/2: Ethical Perspectives (21 Feb 2017) IBE 09 Jan - 31 Dec 2018 (Recording date 21 February 2017)
ONLINE LIBRARY: IBE Ethics - Best practice for dealing with Conflicts (12 Aug 2015) IBE 09 Jan - 31 Dec 2018 (Recording date: 12 Aug 2015)
ONLINE LIBRARY: FMA Webinar - Demystifying AML Compliance (FREE) (04 June 2014) FMA 09 Jan - 31 Dec 2018 (Recording date: 4 June 2014)
ONLINE LIBRARY: Prospect Theory - The academic paper that launched behavioral finance (29 June 2016) Consilium 09 Jan - 31 Dec 2018 (Recording date:29 June 2016)
ONLINE LIBRARY: Cecilia Farrow Webinar: Advice and solutions for multi owner businesses (10 May 2017) Thrive Consulting 09 Jan - 31 Dec 2018 Recording Date (10 May 2017)
ONLINE LIBRARY: The needs of High Net-Wealth Clients and understanding their personality (19 Aug 2015) Consilium 09 Jan - 31 Dec 2018 (Recording date: 19 Aug 2015)
ONLINE LIBRARY: Options and Issues for facing clients considering retirement villages (27 Aug 2015) Commission for Financial Capability 09 Jan - 31 Dec 2018 (Recording date: 27 Aug 2015)
ONLINE LIBRARY: IBE Ethics Webinar 1/2 - Communicating ethical values (12 May 2016) IBE 09 Jan - 31 Dec 2018 (Recording date: 12 May 2016)
ONLINE LIBRARY: IFA Webinar- Responsible Investing & how to avoid cluster bombs (29 Nov 2016) The Investment Store 09 Jan - 31 Dec 2018 (Recording date 29 November 2016)
ONLINE LIBRARY: IRD Webinar - Tax Rules for Foreign Superannuation Lump Sums (5 Nov 2014) IRD 09 Jan - 31 Dec 2018 Recording date: 5 Nov 2014)
ONLINE LIBRARY: Best Practice for Business: Governance, Ethics, Compliance and Business Management Strategi Institute 09 Jan - 31 Dec 2018 (Recording date: 23 Feb 2016)
ONLINE LIBRARY: Part I: Specific outcomes from financial products Part II: The True cost of Investing (18 Feb 16) Dynamique 09 Jan - 31 Dec 2018 (Recording date:18 Feb 2016)
ONLINE LIBRARY: How to approach a Case Study for CFPCM (16 Nov 2015) IFA 09 Jan - 31 Dec 2018 (Recording date: 16 Nov 2015)
ONLINE LIBRARY: IFA Webinar: Retirement Income Policy Review, KiwiSavers place (11 May 2016) Commission for Financial Capability 09 Jan - 31 Dec 2018 (Recording date: 11 May 2016)
ONLINE LIBRARY: IFA Webinar: Market Crashes! Forecasts and False Prophets (9 Nov 2016) Consilium 09 Jan - 31 Dec 2018 (Recording date 9 November 2016)
ONLINE LIBRARY: IRD Webinar - Tax Issues for Financial Advisers (30 August 2016) IRD 09 Jan - 31 Dec 2018 (Recording date: 30 August 2016)
ONLINE LIBRARY: IFA Webinar: Helping Trustees of Family Trusts (19 July 2017) Thrive Consulting 09 Jan - 31 Dec 2018 (Recording date: 19 July 2017)
ONLINE LIBRARY - Understanding the new Trust Act (1 June 2017) Trustee Support 09 Jan - 31 Dec 2018 Recording Date ( 01 June 2017)
ONLINE LIBRARY: IBE Webinar - A fresh look at conflicts of interest (14 August 2017) IBE 09 Jan - 31 Dec 2018 (Recording date: 14 August 2017)
ONLINE LIBRARY: FMA update on your AML/CFT compliance (17 Aug 2017) FMA 09 Jan - 31 Dec 2018 (Recording date: 17 Aug 2017)
ONLINE LIBRARY: Professional Indemnity - Understanding the IFA scheme (21 November 2017) Marsh 09 Jan - 21 Dec 2018 (Recording date: 21 Nov 2017)
ONLINE LIBRARY: IFA Legal Webinar 3/3 - Legal Compliance, Toolbox & Claims - (15 July 2014) Wynn Williams 16 Jan - 31 Dec 2018 (Recording date: 5 July 2014)
ONLINE LIBRARY - Sorting out Disclosure! - new disclosure processes and templates.(15 June 2016) IDS 16 Jan - 31 Dec 2018 (Recording date: 13 June 2016)
ONLINE LIBRARY: IFA Guide to CFP & CLU Supervision Process (25 Oct 2017) IFA 23 Feb - 31 Dec 2018 (Recording date: 25 Oct 2017)
ONLINE LIBRARY: IBE:Ethics Webinar: Your Default Position - Insights into Maintaining Business Ethics (21 February 2018) IBE 23 Feb - 31 Dec 2018 (Recording date: 21 Feb 2018)
ONLINE LIBRARY: Consilium: Having Better Goal Discussions (14 February 2018) Consilium 23 Feb - 31 Dec 2018 (Recording date: 14 Feb 2018)
ONLINE LIBRARY: IFA Webinar: Staying Compliant in 2017 - Your PD Plan (22 Feb 2017) IFA 09 Apr - 31 Dec 2018 (Recording date: 22 Feb 2017)
ONLINE LIBRARY:Trends in Technology shaping the Financial Adviser sector (09 May 2018) Dimension GRC 09 May - 31 Dec 2018 (Recording date: 09 May 2018)
ONLINE LIBRARY: How the principles Risk Management can guide our Personal Risk Advice (23 May 2018) Thrive 23 May - 31 Dec 2018 (Recording date: 23 May 2018)

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Other

Event Provider Date Location
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
IFA WEBINAR INSTRUCTIONS - HOW TO JOIN A WEBINAR IFA 09 Jan - 31 Dec 2018

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