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 ( 17 May 2018) IFA 17 May 2018 Hamilton
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)

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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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