News
Trusted Adviser mark finally launched
Wednesday 14th of October 2020
The mark is awarded to Financial Advice NZ members who show they have committed to qualifications and continuing professional development obligations at a level higher than that required by New Zealand law and code.
A Trusted Adviser of Financial Advice NZ will:
- have a Level 5 qualification in Financial Services, including the relevant strands for the advice areas provided, or a higher qualification recognised by Financial Advice NZ
- be a current financial adviser providing regulated financial advice to retail clients and have been for at least three years
- have maintained an annual Professional Development Plan and attained a minimum of 20 hours relevant structured continuing professional development every year
- have attended a Financial Advice NZ or endorsed Ethics in Financial Services three-hour workshop every three years
- be protected by appropriate professional indemnity Insurance.
“The public launch of the mark is scheduled for February 2021 to coincide with the new financial advice regime coming into effect the following month.
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