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17 Corinthian Drive, Albany 0632
Auckland, New Zealand
Continuing professional development (CPD) is essential for all financial advisers and financial advice providers (FAPs). According to Code Standard 9 of the Code of Professional Conduct for Financial Advice Standards, everyone who gives financial advice is required to complete CPD. To stay compliant, it’s important to plan your professional development annually and steadily work through […]
Good news for the financial advice profession! Recent research from Strategi Institute reveals a positive outlook for new advisers and businesses. A survey conducted between 1 January and 30 September 2024, with 930 enrolments, highlighted some encouraging trends: Why are some firms struggling to recruit new advisers? Despite these positive trends, some firms still find […]
The latest report from Strategi Compliance explains why some Financial Advice Providers (FAPs) are struggling to meet compliance standards and missing opportunities, while others are thriving and enjoying their best year yet. Learn the seven secrets to staying ahead of the competition. We know some of this might sound familiar or even a bit “wishy-washy,” […]
