Get In Shape 2021

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Get In Shape 2021 Big Banner v1 - Financial Services Council
 

The Financial Services Council invite you to the Get In Shape Advice Summit 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.
 
REGISTER HERE FOR ALL LOCATIONS

 


 
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

Check out the 2020 Advice Summits
The 2020 Advice Summits were a huge success - find out what our delegates said in the 2020 Advice Summit wrap.
 
Welcome to Get In Shape 2021: Sponsorship and The Marketplace
The 2020 Advice Summits were a huge success thanks to our generous marketplace stallholders and sponsors.

The 1250 delegates from across New Zealand took their time to find out how they could find help and support from a wide range of businesses.

We would like to thank our sponsors for their continued support as well as say hello to potential new sponsors.

There are a range of new opportunities for 2021, from the traditional marketplace stall to session sponsorship and headline diamond partnerships for the Advice Summits across New Zealand - find out more.






 
GIS Sponsorship - Cover-147
 
Fees, dates and venues

The Advice Summit arrival from 7.15am until 12.45 and Masterclass from 13.15pm - 15.15pm (except Dunedin which runs from 10.00am until 2.30pm followed by the Masterclass until 4.30pm). 

For all locations, fees to attend are as a follows:

  • ADVICE SUMMIT $65 +GST
  • ADVICE SUMMIT PLUS MASTERCLASS $95 +GST
  •  
REGISTER HERE FOR ALL LOCATIONS

 

WELLINGTON
Wednesday, 10 February 2021
Arrival from 7:15am, welcome at 8:00am, advice summit close 12:45 followed by Masterclass from 1.15pm until 3.15pm

Members Gallery
Sky Stadium
105 Waterloo Quay
Pipitea,
Wellington 6140

AUCKLAND
Thursday, 11 February 2021
Arrival from 7:15am, welcome at 8:00am, advice summit close 12:45 followed by Masterclass from 1.15pm until 3.15pm

North Level 5 Lounge
Eden Park Function Centre
10 Reimers Ave
Kingsland
Auckland 1024

CHRISTCHURCH
Wednesday, 17 February 2021
Arrival from 7:15am, welcome at 8:00am, advice summit close 12:45 followed by Masterclass from 1.15pm until 3.15pm

Tait Technology Centre
245 Wooldridge Road
Harewood
Christchurch 8051

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

Dunedin Centre
1 Harrop Street
Dunedin 9016

 


REGISTER HERE FOR ALL LOCATIONS

*Times subject to change. If the event(s) are cancelled/fully online due to circumstances beyond our control, all tickets will be transferable.

New for 2021: Digital Live Stream
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. The live stream digital option is available on 11 February 2021 - $65 +GST.
 
REGISTER HERE FOR ALL LOCATIONS
 
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.
 
Get In Shape - Session -Financial Services Council
SESSION 1: Open and welcome
Introduction and setting the scene.
 
 
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 - 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.
 
Get In Shape - Marketplace -Financial Services Council
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.
 
Get In Shape - Session -Financial Services Council
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.
 
 
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.
 
 
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.
 
Get in Shape - Masterclass - Financial Services Council
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.

 
Additional Resources for the Professional Advice Community
 
The Professional Advice Knowledge Hub is available and is home to:
 
  • Get In Shape 2020: Our Advice Summit and Webinar Series designed to support the community through the FSLAA changes
  • Navigating Regulation: The detailed changes and updates to the FSLAA legislation, transitional licensing and timetable
  • Disclosure Guide: A new Disclosure Guide For Financial Advisers providing practical help to support advisers develop new disclosure documents.

 
REGISTER HERE FOR ALL LOCATIONS
 

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

+64 (09) 985 5762
[email protected]
Level 33, ANZ Centre
23-29 Albert Street
Auckland 1010
New Zealand