Lawyers and financial advice (free CPD for NZ lawyers)

Can lawyers provide financial advice? Yes.

This course explains when lawyers can - and should - provide financial advice.

It also explains how lawyers and financial advisers complement each other, and can work together even more effectively. Because lawyers and financial advisers have more in common than many people think.

At the heart of their roles, most lawyers and financial advisers have the same ultimate goals. They work hard to help their clients achieve their goals and manage the risks to which they're exposed.

This course is designed for Kiwi lawyers who work with individuals and trusts to get a better understanding of what financial advisers actually do, and how the services of lawyers and financial advisers complement each other.

The outcome for this course is that participants will be in a better position to have conversations with financial advisers, determine when financial advisers might be able to provide value to their clients, and also when to encourage financial advisers to refer their clients to see a lawyer.

It will also provide participants with the confidence to provide good financial counsel when it is appropriate for them to do so.

This course constitutes CPD for Kiwi lawyers

This course has been designed to constitute "CPD activity" under the Lawyers and Conveyancers Act (Lawyers: Ongoing Legal Education – Continuing Professional Development) Rules 2013 (the Rules). As long as this course relates to the learning requirements identified by you under your personal CPD plan and record, it meets all of the necessary criteria to be a CPD activity. Namely, it is:

• verifiable
• provides for interaction/feedback (the final quiz. You are also welcome to ask any questions by emailing me at [email protected] or calling me on 021 0269 2213).
• be planned and structured with a stated purpose and outcomes
• be related to learning requirements identified by you (the lawyer)
• not part of your day to day work.