Future Ready 2023 REV-07
21 February-15 March 2023: Registrations Now Closed

Welcome to Future Ready Advice Summits 2023

Life after licensing 

We are delighted to return with our in-person professional financial adviser summits across four locations. This Future Ready summit is designed to help all the advice community, whether a larger provider or individually licensed adviser, get ready for the next stage of the licensing journey, regulatory reporting. 

At the summits, we are continuing the journey to support the advice community through the regulatory changes since our first adviser summits ‘Navigating Regulation’ back in 2017 and our ‘Get In Shape’ series in 2020/21, and of course, gives us a much-needed opportunity to reconnect and learn together.  View the sessions and discussions from the June 2022 Future Ready Advice Summit here. 

This summit focuses on life after licensing, and how advisers can improve their businesses whilst complying with the regulatory returns that will be required by the FMA.

From 16 March 2023, anyone who gives regulated financial advice to retail clients will need to have a Financial Advice Provider (FAP) full licence or be engaged by a FAP with a full licence or an Authorised Body as a financial adviser or nominated representative. If you give financial advice after 16 March 2023 but haven’t got a FAP full licence or don’t work for someone that does, you may be breaking the law.

Who should attend

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Advisers looking to future ready their business

Many advisers have worked hard to get their full licence, and this summit is designed to prepare you for what’s next to maintain your hard-earned license through the first regulatory reporting cycle in 2024.

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Financial advisers who have not yet started the licensing process

Take a read of our busting the top ten myths of financial adviser licensing now and start the process, then join the summit and get practical tips from experts, colleagues and others to help you succeed.

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Product providers or suppliers to the financial advice community

Join us in our Marketplace or at a meet the professionals’ session, or host clients at the event. Find out more.

Registration Now Closed

Tickets for the in-person event are $150 +GST per person or $800 +GST for a table of 10.
All tickets are non-refundable but transferable to another person.
Future Ready Venues

Auckland, Wellington and Christchurch

The 2023 Future Ready Advice Summit will be taking place in 3 different cities.

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21 February 2023 – Christchurch Town Hall

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14 March 2023 – Sky Stadium



15 March 2023 – The Cordis Hotel

Future Ready

2023 Programme

Meet the Professionals

Choose and attend the sessions that are the most relevant for you and your business, led by a subject matter expert.

Governing my business

  • Governing 101 in the new licencing regime
  • Advice processes, advice documents and compliant advice
  • Business continuity and cyber security
  • Do I need a board of advice?

Managing my business

  • Employment 101 - recruiting, growing and managing staff
  • Locums - who will manage my practice when I'm not there?
  • Social media 101 - building my brand on social
  • Client and prospect management
  • Financial literacy for women

Growing my business

  • Starting from scratch - an advice journey
  • Creating prosperous retirement outcomes
  • Building and developing diversity in financial advice
  • Building professional referral networks
  • The art and science of increasing value for clients


Wellbeing and community

  • The health and wellbeing of NZ
  • Using data to understand, develop and build my business
  • Building communities, social justice and leadership
  • Growing financial literacy for Māori in Aotearoa


More speakers to be announced.

Adam Harris
Visionary, Frank & Fearless
Anita Frazer
Head of Licensing & Regulatory Services, FMA
Fraser Jack
Fraser Jack
Founder, The Cyber Collective
Simon Carstens_HR-5
Simon Carstens
Founder & CEO, Elevate Sales



Thank you to the following sponsors.

See the sponsorship prospectus and contact us on events@fsc.org.nz to discuss how we can make your organisation visible.




Download prospectus here