PAA IFA Professional Development Day - Tauranga

We're on the road again.

Join us for up to six structured CPD hours of learning at the final series of PAA IFA Professional Development Days. We've got five must-attend sessions lined up - whether you are a mortgage, risk or investment adviser, or financial planner there's something for you!


Agenda

8.00 am - Welcome Tea, Coffee & Registration
8.30 am - Session 1: Outside the Square: Residential Lending Solutions— Risks, Benefits & Opportunities, Huia Manuel, Business Development Manager, Resimac
9.45 am - Session 2: Compliance Update—Educational Options, Angi Mann, Learning & Development Manager, PAA
10.30 am - Morning Tea
10.45 am - Session 3: Global Markets Outlook—Opportunities & Pitfalls, Investment Specialist, Platinum Asset Management
12.00 pm - Lunch
12.30 pm - Session 4: Aging Clients & Residential Care Issues, Troy Churton LLM, Dip Bus. National Manager - Retirement Villages, Commission for Financial Capability
1.45 pm - Session 5: Risk Statements of Advice—Making Policy Comparisons Relevant for Clients, Alan Rafe, Chief Executive, Quality Product Research Ltd


Cost

Free to IFA, PAA and NZFAA members, non-members welcome at $70 including GST. Please note that if you register and do not attend you will be charged $30 including GST.

Dietary Requirements

If you have any dietary requirements please email Jodie Brockie at jodie.brockie@paa.co.nz.


More about your speakers and sessions coming soon! For now, register to secure your spot.