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) due to commence on 15 March 2021, Get in Shape 2020, our 2020 advice summit events and webinar resources and the Get In Shape 2021 Advice Summits.
Keep up to date by signing up for FSC Updates, including our regular advice community updates and messages.
|Disclosure Guide for Financial Advisors
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 Advisors.
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 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 10am 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
||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||
4 September 2020: Governance and Director's duties
|21 August 2020:
Technology-making your processes more effective
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.
Money & You 1
Financial Advice? The $1.5 Million Question.
Read more >
Financial Resilience Index: Tracking wellbeing and money worries.
Read more >
|Minister Faafoi Welcome
||Minister Faafoi Q&A
||Advice 2020 Panel