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
Central Region Branch Meeting (22 August 2017) IFA 22 Aug 2017 Palmerston North
Canterbury Branch Meeting (25 August 2017) IFA 25 Aug 2017 Christchurch
Southland Branch Meeting and AGM (30 August 2017) IFA 30 Aug 2017 Invercargill

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Meeting

Event Provider Date Location
IFA Board Meeting IFA 22 Sep 2017 Wellington
IFA Board Meeting IFA 16 Nov 2017 Wellington
IFA Council Meeting IFA 17 Nov 2017 Wellington

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Online-Live

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Online-Library

Event Provider Date Location
ONLINE LIBRARY: IFA AML Webinar: Your August 2014 online AML Report for the FMA - a how to guide IFA 13 Oct - 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) IFA 13 Oct - 31 Dec 2017 (Recording date: 21 Oct 2015)
ONLINE LIBRARY: Cecilia Farrow Webinar: Advice and solutions for multi owner businesses (10 May 2017) IFA 11 May - 31 Dec 2017 Recording Date (10 May 2017)
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 WEBINAR - Understanding the new Trust Act (1 June 2017) IFA 07 Jun - 31 Dec 2017 Recording Date ( 01 June 2017)
ONLINE LIBRARY: Takeovers in NZ – a case study approach (26 May 2015) IFA 21 Jun - 31 Dec 2017 (Recording date: 26 May 2015)
ONLINE LIBRARY: IFA Webinar: An Online AML pre-audit tool (19 August 2014) IFA 21 Jun - 31 Dec 2017 (Recording date: 19 Aug 2014)
ONLINE LIBRARY: Rabobank - Processes and Dynamics in investment decisions for Family-Owned Businesses (09 June 2016) IFA 21 Jun - 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) IFA 21 Jun - 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) IFA 21 Jun - 31 Dec 2017 (Recording date: 5 July 2014)
ONLINE LIBRARY: Constructing better Risk Statements of Advice (26 Feb 2014) IFA 21 Jun - 31 Dec 2017 (Recording date: 26 Feb 2014)
ONLINE LIBRARY: IFA Legal Webinar 1 of 3 - A Financial Advisers Legislation Potpourri (27 May 2014) IFA 21 Jun - 31 Dec 2017 (Recording date:27 May 2014)
ONLINE LIBRARY: IBE Ethics Webinar 2/2: Ethical Perspectives (21 Feb 2017) IFA 21 Jun - 31 Dec 2017 (Recording date 21 February 2017)
ONLINE LIBRARY: IBE Ethics - Best practice for dealing with Conflicts (12 Aug 2015) IFA 21 Jun - 31 Dec 2017 (Recording date: 12 Aug 2015)
ONLINE LIBRARY: FMA Webinar - Demystifying AML Compliance (FREE) (04 June 2014) FMA 21 Jun - 31 Dec 2017 (Recording date: 4 June 2014)
ONLINE LIBRARY: Prospect Theory - The academic paper that launched behavioral finance (29 June 2016) IFA 21 Jun - 31 Dec 2017 (Recording date:29 June 2016)
ONLINE LIBRARY - Sorting out Disclosure! - new disclosure processes and templates.(13 June 2016) IFA 21 Jun - 31 Dec 2017 (Recording date: 13 June 2016)
ONLINE LIBRARY: The needs of High Net-Wealth Clients and understanding their personality (19 Aug 2015) IFA 21 Jun - 31 Dec 2017 (Recording date: 19 Aug 2015)
ONLINE LIBRARY: Options and Issues for facing clients considering retirement villages (27 Aug 2015) IFA 21 Jun - 31 Dec 2017 (Recording date: 27 Aug 2015)
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: IBE Ethics Webinar 1/2 - Communicating ethical values (12 May 2016) IFA 21 Jun - 31 Dec 2017 (Recording date: 12 May 2016)
ONLINE LIBRARY: IFA Webinar- Responsible Investing & how to avoid cluster bombs (29 Nov 2016) IFA 21 Jun - 31 Dec 2017 (Recording date 29 November 2016)
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: Part I: Specific outcomes from financial products Part II: The True cost of Investing (18 Feb 16) IFA 21 Jun - 31 Dec 2017 (Recording date:18 Feb 2016)
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: IFA Webinar: Retirement Income Policy Review, KiwiSavers place (11 May 2016) IFA 21 Jun - 31 Dec 2017 (Recording date: 11 May 2016)
ONLINE LIBRARY: IFA Webinar: Market Crashes! Forecasts and False Prophets (9 Nov 2016) IFA 21 Jun - 31 Dec 2017 (Recording date 9 November 2016)
ONLINE LIBRARY: IRD Webinar - Tax Issues for Financial Advisers (30 August 2016) IFA 21 Jun - 31 Dec 2017 (Recording date: 30 August 2016)
ONLINE LIBRARY: IFA Webinar: Helping Trustees of Family Trusts (19 July 2017) IFA 19 Jul - 31 Dec 2017 (Recording date: 19 July 2017)

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Other

Event Provider Date Location
IFA WEBINAR INSTRUCTIONS - HOW TO JOIN A WEBINAR IFA 20 Dec - 31 Dec 2017

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Prof Dev Day

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