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Get In Shape 2020

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Held in Wellington, Auckland, Christchurch and Dunedin in February 2020

 
 
 

GET IN SHAPE WEBINAR SERIES 2021

The FSC is running a series of Get In Shape update webinars to keep you updated and help you transition to the new regime. Find out more below, sign up to receive updates or watch previous sessions via YouTube.

 

 
 
GET IN SHAPE ADVICE SUMMITS WRAP

On behalf of the co-hosts, a huge thank you to our speakers, marketplace stallholders and everyone that joined us at the Advice Summits. It was amazing to see so many of the advice community coming together and looking forward to the future of financial advice in New Zealand.

The financial advice community made up three-quarters of the 1250 Delegates, across Wellington, Auckland, Christchurch and Dunedin. Attendees rated both the event and the session speakers at over 4 out of 5 stars.

The Masterclass - 'Unlocking the Code' - was also a huge success with over 1000 delegates attending the optional session across the four venues.

Watch the summit wrap video below to find out more, and if you missed the summit or want to refresh yourselves of the content, you can catch-up through the videos and presentations linked below.

Find out more about the changes at navigatingregulation.co.nz, and don't forget, the deadline for transitional licencing for the new financial advice regime is 29 June 2020.

Following the event, the FMA and Companies Office have provided some FAQ to support advisers, as well as useful links and resources.


 		 Delegate Feedback
WELCOME FROM MINISTER FAAFOI

Hon Kris Faafoi, Minister for Commerce and Consumer Affairs, opened the Advice Summits series in Wellington for the second year running. Hear what the Minister had to say in his welcome and also the Q&A session with Financial Services Council CEO Richard Klipin.
 

 
 
SESSION VIDEOS AND PRESENTATIONS

All videos from the Advice Summits are available on YouTube. The FMA have provided a one page useful links and resources information sheet to help those going through the transitional licence process.
 

 

Regulatory change in the spotlight
This panel, chaired by Trisha Edmonds, investigated the legislation and regulations and the panelists gave practical advice about how to get transitional licences.
 

In the spotlight with financial advice business owners
Chaired by Russell Hutchinson, delegates heard directly from financial advice businesses on how best to position and identify the right business model, success stories from the industry and how they have transitioned to the new regime.

 

What's in store for 2020?
Led by Andrew Inwood of Core Data, this session was a global and local outlook, and included insight into financial advice legislation from across the globe. The presentation was followed by a panel discussion and Q&A.
View presentation
 
  
MARKETPLACE STALLHOLDERS AND SPONSORS

A big thank you to our Marketplace Stallholders of providers, consultants, government and regulator representatives who were at the Summits to support delegates about the changes in the financial advice regime.

THE ADVICE SUMMIT PHOTO GALLERY

 

THE 2020 PROGRAMME
 
Arrival and morning coffee in the Marketplace
Meet other Financial Advisers and visit providers that can give you practical hints and tips on getting ready for the changes in the Marketplace.
Open and welcome
Introduction and setting the scene, 'Get In Shape' for 29 June 2020.
SESSION 1: Regulatory change in the spotlight
Hear directly from the key players driving, leading and shaping the new regulations in the first panel, followed by Q&A:
SESSION 2: In the spotlight with financial advice business owners
Hear directly from financial advice businesses:
  • How best to position and identify the right business model
  • Success stories from the industry and how they have transitioned to a new business model
Followed by a panel discussion and Q&A.
Refreshments in the Marketplace
SESSION 3: What's in store for 2020? 
With a focus on global and local investment and political outlook including predictions for 2020, followed by a panel discussion and Q&A.
Summit close and one last visit to the Marketplace
One more opportunity to visit the marketplace and get the advice you need.
 
OPTIONAL
Unlocking the Code Masterclass – adding value for your clients and building trust in you, their adviser
This masterclass provides you with a lens to view your obligations as a financial adviser and take a practical approach to embed changes in advice processes – that has better client outcomes and foster their relationship with you - their trusted adviser.

The Duties under the FMC Act and obligations in the Code of Professional Conduct provides all advisers and advice firms an exciting opportunity to review and revamp their business and advice practices in the new licensed regime.  

The challenge is to turn a new compliance requirement into an effective business-transformation process – one that adds value to your clients and builds trust in you, their adviser.

In a ‘principles-based’ environment some of the pressing questions are;  
  • How do you actually know your client understands your recommendations? 
  • Do your client-files reflect any of the diversity and vulnerabilities of your client base? 
  • If a colleague were to review your files is there clear evidence your advice is suitable for your client?  
  • Is it totally apparent you’ve placed your client’s needs and interests first - effectively communicating and mitigating any conflicts of interests?
Sign up for this masterclass and ensure you understand how to apply the new legislative duties to your business practices.
 
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The Financial Services Council is a non-profit member organisation and the voice of the financial services sector in New Zealand. Learn more
 

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