The Financial Services Council invite you to the Get In Shape Advice Summit 2021 - Dunedin

18 February 2021

We are excited to be running the Get In Shape Advice Summits again in February 2021 across four locations in New Zealand. In 2021, the Advice Summits will be held on 10 February in Wellington, 11 February in Auckland, 17 February in Christchurch and 18 February in Dunedin.

New for 2021 is a live digital option, where the morning session of the Advice Summit in Auckland will be streamed live on 11 February 2021.

With the new Financial Advice Regime set to start on 15 March 2021, attendees will:
Hear directly from key decision makers from the FMA, MBIE and Code Working Group
Get the latest advice ahead of the start of the Financial Services Legislation Amendment Act (FSLAA) regime on 15 March 2021
Confirm the regulatory changes over the two-year transition period and beyond
Hear from experts and focus on the future and developing professional advice practices.
Network with peers and hear from industry leaders
Speak to suppliers for practical help and support through the changes
Get CPD points for attending

New Masterclass for 2021: Licensing, Disclosure and Advice
After lunch, we are delighted to announce our 2021 Masterclass which will be a practical workshop on getting set to manage licensing and disclosure. This practical workshop style masterclass will help you to improve your business in governance and compliance. The session will provide practical examples, compliance tips, process templates and will reiterate what it really means to run an adviser business. The masterclass will be led by Mark Banicevich and feature specialists from the 2020 Get In Shape webinar series who will be there to help you navigate the masterclass.

Who should attend
All advisers (AFAs, RFAs, QFEs, NRs & all the FAPs & FAs)
All current dealer groups and their advice staff
Members of the Financial Services Council
The professions & the advisers to the market place
The suppliers to the sector
Media
Other interested parties

Event location

Dunedin Centre 1 Harrop Street Dunedin 9016

Event date/time

Thursday, 18 February 2019 Arrival from 10:00am, welcome at 10:30am, close 3.00pm followed by Masterclass from 3.15pm until 5.15pm

Event contact information

https://fscgetinshape2021.satellitetag.co.nz/tickets/

   Download this event in iCalendar format (for Outlook, iCal, etc)

See all events during February 2021 »