Financial Advisory & Superannuation

6 Products

Finance for Non-Accountants

Recorded Webinar 6 CPD hours

This four part webinar series that will give you confidence in working with financial concepts and language as well as providing you with the tools you need to enhance your effectiveness as a business professional.

November Financial Stability Report

Recorded Webinar 1 CPD hours

This session presents the very latest information on the strength of New Zealand’s financial systems. Hear the Reserve Bank of New Zealand detail the key findings from its just released Financial Stability Report (FSR).

The FSR assesses the soundness and efficiency of the New Zealand financial system, and the risks and challenges it is currently facing.

Business Insite: Hobson Wealth Partners Ltd, Tauranga

Seminar 1 CPD hours

Come and visit Hobson Wealth Partners in their new premises in Tauranga CBD. Hobson Wealth Partners operate their business with a strong focus on your wealth, so they can provide you with a high-quality, professional service. Whether you are looking for strategic investment planning and management, advice on securities, assistance with asset allocation, portfolio construction or securities trading, they can help.

Accounting and Finance for Non-Accountants

Recorded Webinar 2 CPD hours

This webinar will provide a practical demonstration of accounting processes, systems and theory for those seeking a broader understanding of their role in the finance team. The webinar is designed to give participants an understanding of what happens in accounting behind the computer screen.

Financial Modelling - eLearning

Self-paced 16 CPD hours


This activity is presented by SumProduct. It will enable you to build efficient and effective models for business decision making, focusing on the construction of the Income Statement, Balance Sheet and Cash Flow Statement.  The module comprises best practice guidelines as well as practical advice on common challenges involved in building financial models.
*The course provider, SumProduct, will email you login details within 48 hours of receiving your registration. Please contact us if you have not received your login details after this time.
*Your login is valid for a 12 month period.

Gisborne 2019 Economic Update with Westpac

Seminar 1 CPD hours

Join us for a 2019 Economic Update and hear from Westpac Economist, Paul Clark.

This is a great opportunity to gain an up-to-date outlook on the latest economic issues and trends facing business in 2019 while at the same time networking with your peers. It is open to both your colleagues and clients and is an opportunity for Chartered Accountants to highlight the important role they play in assisting clients and their organisations in making broader strategic decisions.