New chair for Financial Advice NZ certification body
The committee will handle certification processes for the CFP and CLU marks and ensure that New Zealand applicants and charterholders meet their international obligations.
The committee was independent from the association’s board, Hassan said.
It was possible it could have some responsibilities for administering the Financial Advice NZ Quality Service Mark too, he said, but that was yet to be determined. Much of that work may be handled by Financial Advice NZ management.
Hassan had to give up his own CFP qualification to take the role of chair, so that he could be independent.
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