Welcome to the Professional Advice Knowledge Hub where the FSC provides up to date information on regulation changes, webinars, research and other resources for those working in and around financial advice and financial services.
This page links to Navigating Regulation, our up to date information on the Financial Services Legislation Amendment Act (FSLAA) that commenced on 15 March 2021.
Keep up to date by signing up for FSC Updates, including our regular advice community updates and messages.
Following the Government announcements in response to Covid-19 on Sunday 14 February, the face to face Get In Shape Advice Summits planned for Christchurch on 17 February and Dunedin on 18 February have been postponed until 14 and 15 April 2021.
We have been in touch with all those who have registered. All tickets are fully transferable to the new event dates. Following the complimentary bonus online session on 17 February 2021 that covered the need to know information ahead of the 15 March 2021 transition to FSLAA, the programme for the Christchurch and Dunedin events will be updated.
Find out more or get in touch if you have any queries.
Disclosure Guide for Financial Advisers
As part of the Get in Shape series, designed to support the advice community through the changes as part of the Financial Services Legislation Amendment Act (FSLAA), the Financial Services Council has developed a new Disclosure Guide For Financial Advisers.
The Disclosure Guide takes readers through the key process of preparing clear information for consumers, from the general requirements of the legislation to complaint handling.
The Get In Shape Advice Summits were held across New Zealand in 2020 and 2021, and featured a welcome from the Minister for Commerce and Consumer Affairs, and representatives from MBIE, the FMA and industry. Click on the relevant year to see videos and other resources from the sessions.
The FSC is running a series of Get In Shape webinars to keep the advice community updated and help transition to the new FSLAA regime. The 45 minute webinars run at 9:30am every other Friday and you can register for the next session here. Find out more below, sign up to receive updates or watch previous sessions via YouTube.
|Welcome and introduction to the series from Mark Banicevich
||1 April 2021: Get In Shape: Session 14 - Adapting to the new regime||27 November 2020: Get In Shape: Session 13 - A 2020 Session Wrap & Look ahead to 2021||30 October 2020: Get in Shape Session 11: New disclosure regulations: practical implementation||2 October 2020: Get in Shape Session 10: Privacy - Reviewing your obligations under the Privacy Act||
18 September 2020: FAP Risk Management
The latest research commissioned by the Financial Services Council provides a unique look at New Zealanders’ relationship with money and how it affects their decisions and wellbeing. The FSC surveyed 2000 Kiwis to get a comprehensive understanding of how New Zealanders feel about money, their level of knowledge about it, and how it impacts key areas of their lives. In addition, the FSC has undertaken research with the Professional Advice Community, Unlocking the Potential'. Read more below.
Money & You part 1
In partnership with Trustees Executors, the FSC are pleased to launch the first consumer research report: 'Money & You - It's not about money, it's about you'.