Future Ready 2023 REV-07
15 - 22 February 2023

Welcome to Future Ready Advice Summit 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

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, Christchurch and Dunedin

The 2023 Future Ready Advice Summit will be taking place in 4 different cities.

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AUCKLAND

15 February 2023 – Eden Park

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WELLINGTON

16 February 2023 – Sky Stadium

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CHRISTCHURCH

21 February 2023 – Christchurch Town Hall

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DUNEDIN

22 February 2023 – Dunedin Town Hall

Future Ready

2023 Programme

Register here

Speakers

More speakers to be announced.

Sponsorship

 

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.


GOLD


SILVER


CONFERENCE PARTNERS

Download prospectus here

GOLD


CONFERENCE PARTNERS