Events Diary
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August 2015
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"A bold new event format for advisers. Join us for a high-energy event designed to challenge thinking and spark smarter conversations. The financial advice industry is evolving rapidly — regulation, technology, remuneration, KiwiSaver, medical insurance, AI, compliance… and plenty of strong opinions. This event series puts the spotlight on those opinions. While you’ll still receive valuable partner insights, practical updates, and short presentation segments, the centrepiece of the event is a structured, live debate between advisers on one carefully selected controversial industry question. This isn’t a traditional roadshow — and it isn’t just a debate either. It’s a dynamic mix of structured debate, practical updates, and interactive engagement designed to make industry events more meaningful and memorable. Spaces are limited to ensure a high-quality experience and strong engagement. Come ready to think. Arrive from 9:15 am for tea, coffee, and networking. Session begins promptly at 9:30am. | ||||||
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27 Mortgage Lending for New Advisers - JulyMortgage Adviser Property Lending Strand Day 1 of 2 |
28 Mortgage Lending for New Advisers - JulyMortgage Adviser Property Lending Strand Day 2 of 2 |
29 Auckland Industry Breakfast with Tim Noonan, Russell InvestmentsMortgage Lending for New Advisers - JulyBusiness Leaders Forum |
30 Mortgage Lending for New Advisers - July |
31 Mortgage Lending for New Advisers - July |
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3 New Mortgage Adviser RefresherStandard Set B/Financial Advice Strand Part 1 |
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21 Women in Leadership |
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24 XPLAN Training: New User - AdministrationXPLAN Training: Practice Management IntroductionSovereign New Adviser Course - Auckland - Day One of 4.5 |
25 XPLAN Training: ThreadsXPLAN Training: Coding EssentialsSovereign New Adviser Course - Auckland - Day Two of 4.5 |
26 Sovereign New Adviser Course - Auckland - Day Three of 4.5 |
27 Sovereign New Adviser Course - Auckland - Day Four of 4.5PAA Regional Meeting - Auckland PAA New Mortgage Adviser RefresherNewpark Running a Successful Adviser Business |
28 Sovereign New Adviser Course - Auckland - Day Five of 4.5Newpark Running a Successful Adviser Business |
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