Get In Shape 2021 Wrap

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GIS2021-Web banner - Financial Services Council

 

Held in Wellington and Auckland in February 2021 with a live digital stream on 11 February.

Christchurch and Dunedin were postponed to April 2021 due to Covid-19 Alert Levels. We ran a complimentary bonus webinar ahead of the 15 March 2021 transition to FSLAA date for Christchurch and Dunedin delegates on 17 February 2021. Find out more here.

 
 
 

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.

For more information see the Professional Advice Knowledge Hub.

 

 
 
GET IN SHAPE ADVICE SUMMITS 2021 WRAP

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 for a rare face to face event in Auckland and Wellington and to have the ability to so quickly pivot and offer a bonus online session for the Christchurch and Dunedin audience. Thank you to those who attended the Christchurch and Dunedin events in person in April. We appreciate your patience with the change in event dates and hope you were able to attend the bonus online session as well as the postponed event dates in April. We are looking forward to the exciting future of financial advice in New Zealand following the introduction of the new regime. 

The financial advice community made up nearly half of the 600+ Delegates across Wellington, Auckland, Christchurch and Dunedin. Attendees rated the events 4 out of 5 stars and the session speakers at over 4.25 out of 5 stars.

The Masterclass - 'Licensing, Disclosure and Advice' - was also a huge success with over three quarter of the delegates attending the optional session and rating it as a preferred session.

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 preparing for the move from transitional licensing to full licensing at the Professional Advice Knowledge Hub now that the new financial advice regime is live as of 15 March 2021.

View the full wrap document.

 
 
what did you enjoy most
Delegates (1)-927

Star rating-285


Attendees-49

WELCOME FROM MINISTER CLARK

Hon Dr David Clark, Minister for Commerce and Consumer Affairs, opened the Advice Summits series in Wellington. 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.
 

 

Welcome from FSC Chair Rob Flannagan & FSC CEO Richard Klipin
An introduction and setting the scene for the Get In Shape Advice Summits 2021.

 

Embedding the changes in the New Zealand Advice Sector
Session 2 of the Get In Shape Summits 2021 was an update session on the Financial Services Legislation Amendment Act (FSLAA), Conduct of Financial Institutions Review (CoFI) and consumers. Attendees heard directly from the key players driving, leading and implementing the new regulations in this panel.
 

 

In the spotlight: : Launch of FSC Financial Adviser Research
Attendees found out more about the Financial Services Council latest research Unlocking the Potential of Financial Advice which was launched by Richard Klipin, CEO, Financial Services Council.
 

 

Financial Literacy, Financial Capability & Financial Advice
Session 3 of the Get In Shape Advice Summits 2021 looking at what should we do differently as a sector? Our panel looked at how the sector can work together and create opportunities to improve consumer capabilities and experiences in seeking financial advice.
 

 

Helping New Zealand’s advisers to grow – tools, tips and insights
Looking to develop your advice practice? In this positive and uplifting session, Kate McCallum and Julia Newbould talked to the FSC’s Clarissa Hirst about their book The Joy of Money and give their expert tips on how advisers can bring more joy into the lives of their clients.
 

 

Storytelling, building trust & connecting with your clients
Part 2 of Session 4 of the Get In Shape Advice Summits 2021 was an interactive session with director Baz Caitcheon explaining the simplicity of capturing and editing footage from your mobile to create corporate promotional videos and customer stories. 

 

Licensing, Disclosure and Advice Masterclass
A practical workshop style masterclass delivered to help attendees improve business governance and compliance. The session provided practical examples, compliance tips, process templates and reiterated what it really means to run an adviser business. The masterclass was led by Mark Banicevich and featured specialists from the 2020 Get In Shape webinar series who helped attendees navigate the masterclass.
 

 

Get In Shape 2021 welcome video
A video wrap from 2020 Get In Shape Advice Summits and welcome to the 2021 series.

MASTERCLASS RESOURCES

The practical workshop style Licensing, Disclosure and Advice masterclass refers closely to the FSC Disclosure Guide for financial advisers and offers practical exercises for advisers in the companion workbook. To view the slides from the Masterclass click here.
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.
 
Get In Shape 2021 - Marketplace  - Financial Services Council


THE ADVICE SUMMIT PHOTO GALLERY

 

THE 2021 PROGRAMME
 
Get In Shape - Coffee -Financial Services Council
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.
 
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SESSION 1: Open and welcome from Hon Dr David Clark, Minister for Commerce and Consumer Affairs
 
Get In Shape 2020 - Minsiter Clark- Financial Services Council
 
 
SESSION 2: Embedding the changes in the New Zealand Advice Sector
Our update session on the Financial Services Legislation Amendment Act (FSLAA), Conduct of Financial Institutions Review (CoFI) and consumers. Hear directly from the key players driving, leading and implementing the new regulations in the first panel, followed by Q&A.
 
Get In Shape 2021 - Session 2 Speakers - Financial Services Council
 
Get In Shape - Spotlight - Financial Services Council
In the Spotlight: Money & You and Adviser Research
Find out more about the latest Financial Services Council consumer and adviser research, Money & You and the Financial Resilience Index.
 
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Refreshments 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.
 
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SESSION 3: Financial Literacy, Financial Capability & Financial Advice
What should we do differently as a sector? Our panel will look at how the sector can work together and create opportunities to improve consumer capabilities and experiences in seeking financial advice, followed by Q&A.
 
Get In shape session 3 speakers 020221  
 
SESSION 4: Helping New Zealand’s advisers to grow – tools, tips and insights
Looking to develop your advice practice? These fast-paced TED-style talks from our experts will provide insights to help you grow your advice business.
 
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Get In Shape - Marketplace -Financial Services Council
Summit close and one last visit to the Marketplace
One more opportunity to visit the marketplace and get the advice you need.
 
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OPTIONAL: Licensing, Disclosure and Advice Masterclass

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.

Get In Shape 2021 - Masterclass Speakers - Financial Services Council


About Us

The Financial Services Council is a non-profit member organisation and the voice of the financial services sector in New Zealand. Learn more
     

Contact Us

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