Events Diary
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March 2018
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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. | ||||||
| Mon | Tue | Wed | Thu | Fri | Sat | Sun |
26 |
27 Business Risk Advice for Microbusinesses |
28 Business Risk Advice for MicrobusinessesMDRT - Evolution of Advice |
1 MDRT - Evolution of Advice |
2 MDRT - Evolution of Advice |
3 |
4 |
5 Sovereign New Adviser Course - Christchurch (4 Day) |
6 Accelerating ISO 55000 Compliance for Integrated Asset ManagementQuotemonster Learns New Tricks - Hamilton |
7 |
8 |
9 |
10 |
11 |
12 PAA IFA Professional Development Day |
13 Personal Risk Product Refresher Workshop - Auckland (1 day)Quotemonster Learns New Tricks - NapierPAA IFA Professional Development Day Meet The Managers Roadshow |
14 Business Fundamentals Workshop - Auckland (0.5 Day)Business Risk Product Workshop - Auckland (0.5 Day)PAA IFA Professional Development Day Quotemonster Learns New Tricks - Palmerston NorthMeet The Managers Roadshow |
15 Meet The Managers Roadshow |
16 |
17 |
18 |
19 Financial Advice Strand: Advice process (Strategi Institute)Sovereign New Adviser Course - Wellington (4 Day) |
20 Financial Advice Strand: Advice process (Strategi Institute)Quotemonster Learns New Tricks - NelsonPAA IFA Professional Development Day |
21 PAA IFA Professional Development Day |
22 PAA IFA Professional Development Day |
23 |
24 |
25 |
26 IFA Canterbury Branch Meeting |
27 IFA Wellington Branch Meeting |
28 IFA Auckland Branch Meeting |
29 |
30 |
31 |
1 |

