We know how important it is to connect, share experiences and forge meaningful relationships with advisers in your region, so Financial Advice NZ is hitting the road again this August with part 2 of their Out of the Box Tour.
Stopping at Auckland, Cambridge, New Plymouth, Wellington, Napier and Christchurch, get ready to think outside the box again and expand your knowledge to set you up for success in the ever-evolving financial landscape.
Here’s why this is a must-attend event:
- Important FMA update – find out what they’re seeing on monitoring visits
Members of the FMA are coming along for the ride and will be sharing the good, the bad and the ugly of what they’re seeing on their monitoring visits. Find out how your processes and compliance measures stack up – you don’t want to miss this!
- Unpack AML and vulnerable clients
Regardless of whether you’re a reporting entity or not, understand your specific requirements as per legislation and regulatory interpretations – this is relevant to all advice streams.
- Valuable economic and political insights
Gain a comprehensive understanding of the markets and future outlook from our economic experts and political debate – this is a great opportunity to get your questions answered.
- Connect with advisers in your region
Forge meaningful relationships and share experiences with industry peers that will elevate your business to thrive in the new regime. Get the latest updates from sponsors and product providers and stay ahead of the curve in the ever-changing financial landscape.
Whether you’re a seasoned professional, a young adviser starting your career, a mortgage adviser, an insurance adviser, an investment adviser, or a financial planner, the Out of the Box tour is tailor-made to meet your specific needs. For more info, visit www.financialadvice.nz/out-of-the-box-tour/.
Limited-time early bird special – $100 per person (rrp$140) +gst until 30 June
Don’t miss out on this exclusive opportunity to elevate your business to thrive in the new regime – register today and share with your fellow financial advisers so they can come along too.
Get up to $100 credit with our mate’s rates
Work events are more fun with friends, so refer a colleague to join you at our August Out of the Box tour for our special ‘mates rate’ of $100 (RRP $140).
Plus, you’ll earn $25 credit towards our 2024 conference registration fee for every friend you refer.* Get 4 friend referrals and earn $100 off our 2024 conference registration fee. (T&C’s apply).