A practical webinar for NZ Registered Financial Advisers. The steps to take to stay in business as an adviser in the new regime. This is an agnostic and educational approach - no promotion of particular business models, groups, products or providers. For RFAs unsure of precisely what is needed to either maintain status as an adviser or develop a plan for maintaining your independent choice. We will provide a comprehensive checklist of the steps which we expect will be required for full licencing, and the timeline for achieving them.
We do reserve the right to refuse registration where we feel it necessary (with full refund of course) as this event is for practicing financial advisers.