Financial Advice NZ The Road Ahead - Part 3 - Discussing good record keeping and tips for the year ahead

15 February 2023

This is the third webinar in the “2023 The Road Ahead” four-part knowledge webinar series for financial advisers with a webinar on Record Keeping.

Record keeping is a fundamentally important part of the new regime and advice businesses need to ensure they are using the best tools available to be both efficient and effective in their advice businesses.

We are two years into the regime and record keeping has evolved over this period.

We will explore new and existing technology and ideas, such as apps and CRMs to provide some new thinking and tools to improve some of the good habits that are engrained into advice business.

Hear from a panel of tech savvy experts who can provide examples of what apps they use to make record keeping a breeze in their advice process.

Don’t miss out on this knowledge series which will provide you with confidence that you are on track for continuing to meet the requirements of your licensing conditions and best business practice in the new regime.

Free for Financial Advice Members and $50+gst for non-members.

Event location

Auckland, Wellington

Event date/time

Feb 15, 2023 10:00 AM

Event contact information

https://us06web.zoom.us/webinar/register/1916707962093/WN_U5Ky3wRsSF-XkOvt_MBcMg

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