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17 Corinthian Drive, Albany 0632
Auckland, New Zealand

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New adviser qualification moves one step closer

The next version of the New Zealand Certificate in Financial Services (Level 5) (Version 3) has taken a major step forward. While the qualification was approved by NZQA late last year, progress depended on finalising the transition from 18 unit-standards to 13 new skill-standards. That work is now complete and NZQA has signed off on […]

Professionalism on the rise: key training trends shaping the financial advice sector

New data from Strategi Institute shows a clear shift across the financial advice sector: growth-minded FAPs are investing in their people. Those who prioritise professional development now will be better positioned to meet client expectations, diversify services, and stay compliant as the industry evolves. “We’re seeing a real step-change in how FAPs approach adviser capability,” […]

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