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The Road Ahead - Part 4 - Enhancing your Business Continuity Plan – have you tested it?

This is the last webinar in the “2023 The Road Ahead” four-part knowledge webinar series for financial advisers with a webinar on Your Business Continuity Plan.

Business continuity plans are often developed and left in the bottom draw as a low priority when you are busy providing financial advice to your client. However, in the new regime this is an important licensing condition which now needs attention on a regular basis.

It’s a great idea to test your plan each year and update any areas that may have changed as you review the findings of your test. Remember to document the test and the success or issues that may arise from the run through each year. How’s your cyber policy standing up?

We will hear from a panel of experts to shed some light on their recent BCP tests and the processes they have implemented to make sure they are meeting the requirements of licensing.

Don’t miss out on this knowledge series which will provide you with confidence that you are on track for continuing to meet the requirements of your licensing conditions and best business practice in the new regime.

Free for Financial Advice Members and $50+gst for non-members.

Feb 22, 2023 10:00 AM in Auckland, Wellington