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 (25 May 2017) IFA 25 May 2017 Hamilton
Hawkes Bay Branch Meeting (25 May 2017) IFA 25 May 2017 Hawkes Bay
Wellington Branch – Annual Pub Quiz (31 May 2017) IFA 31 May 2017 Wellington
Southland Branch Meeting (31 May 2017) IFA 31 May 2017 Invercargill
Auckland Branch Meeting (07 June 2017) IFA 07 Jun 2017 Auckland
Southland Branch Meeting (28 June 2017) IFA 28 Jun 2017 Invercargill
NATIONAL ADVISERS CONFERENCE 2017 IFA and PAA 02 - 04 Aug 2017 Auckland

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Meeting

Event Provider Date Location
IFA Board Meeting IFA 25 May 2017 Wellington
IFA Council Meeting IFA 26 May 2017 Wellington
Taxation Refresh IFA 26 May 2017 Christchurch
IFA Certification Committee Meeting (20 July 2017) IFA 20 Jul 2017
IFA Board Meeting IFA 02 Aug 2017 Wellington
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: Best Practice for Business: Governance, Ethics, Compliance and Business Management Strategi Institute 29 Feb - 31 Dec 2017 Online
ONLINE LIBRARY: Part I: Specific outcomes from financial products Part II: The True cost of Investing IFA 04 Jul - 31 Dec 2017 Online
ONLINE LIBRARY: The Code of Conduct for financial advisers - today, tomorrow, and beyond IFA 07 Sep - 31 Dec 2017 Online
ONLINE LIBRARY: Takeovers in NZ – a case study approach IFA 13 Oct - 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 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: IFA Webinar: An Online AML pre-audit tool IFA 13 Oct - 31 Dec 2017 (Recording date: 19 Aug 2014)
ONLINE LIBRARY: Rabobank - Processes and Dynamics in investment decisions for Family-Owned Businesses IFA 13 Oct - 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 IFA 13 Oct - 31 Dec 2017 (Recording date: 17 June 2014)
ONLINE LIBRARY: IFA Legal Webinar 3 of 3 - Legal Principles underlying Health and Life Insurance IFA 13 Oct - 31 Dec 2017 (Recording date: 5 July 2014)
ONLINE LIBRARY: Constructing better Risk Statements of Advice IFA 13 Oct - 31 Dec 2017 (Recording date: 26 Feb 2014)
ONLINE LIBRARY: IFA Legal Webinar 1 of 3 - A Financial Advisers Legislation Potpourri IFA 13 Oct - 31 Dec 2017 (Recording date:27 May 2014)
ONLINE LIBRARY: IBE Ethics - Best practice for dealing with Conflicts IFA 13 Oct - 31 Dec 2017 (Recording date: 12 Aug 2015)
ONLINE LIBRARY: FMA Webinar - Demystifying AML Compliance (FREE) FMA 13 Oct - 31 Dec 2017 (Recording date: 4 June 2014)
ONLINE LIBRARY: Prospect Theory - The academic paper that launched behavioural finance IFA 13 Oct - 31 Dec 2017 (Recording date:29 June 2016)
ONLINE LIBRARY - Sorting out Disclosure! - new disclosure processes and templates. IFA 13 Oct - 31 Dec 2017 (Recording date: 13 June 2016)
ONLINE LIBRARY: The needs of High Net-Wealth Clients and understanding their personality IFA 13 Oct - 31 Dec 2017 (Recording date: 19 Aug 2015)
ONLINE LIBRARY: Options and Issues for facing clients considering retirement villages IFA 13 Oct - 31 Dec 2017 (Recording date: 27 Aug 2015)
IBE Ethics Webinar 1/2 - Communicating ethical values IFA 13 Oct - 31 Dec 2017 (Recording date: 12 May 2016)
ONLINE LIBRARY: IRD Webinar - Tax Rules for Foreign Superannuation Lump Sums IRD 13 Oct - 31 Dec 2017 Recording date: 5 Nov 2014)
ONLINE LIBRARY: How to approach a Case Study for CFPCM IFA 13 Oct - 31 Dec 2017 (Recording date: 16 Nov 2015)
IFA Webinar: Retirement Income Policy Review, KiwiSavers place IFA 13 Oct - 31 Dec 2017 (Recording date: 11 May 2016)
ONLINE LIBRARY: IRD Webinar - Tax Issues for Financial Advisers IFA 13 Oct - 31 Dec 2017 30 August 2016
ONLINE LIBRARY: IBE Ethics Webinar 2/2: Ethical Perspectives IFA 27 Feb - 31 Dec 2017 (Recording date 21 February 2017)
ONLINE LIBRARY: IFA Webinar: Staying Compliant in 2017 - Your PD Plan IFA 27 Feb - 31 Dec 2017 (Recording date: 22 Feb 2017)
ONLINE LIBRARY: IFA Webinar- Responsible Investing & how to avoid cluster bombs IFA 27 Feb - 31 Dec 2017 (Recording date 29 November 2016)
ONLINE LIBRARY: IFA Webinar: Market Crashes! Forecasts and False Prophets IFA 27 Feb - 31 Dec 2017 (Recording date 9 November 2016)
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)

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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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