Unit E, Corinthian Office Park
17 Corinthian Drive, Albany 0632
Auckland, New Zealand
With the updated Code of Professional Conduct for Financial Advice Services 2025 (the Code) now in effect and the NZCFS (Level 5) Version 3 setting the current benchmark for competence, knowledge, and skill, continued professional development (CPD) planning has become more structured and outcomes focused. At the end of January, Strategi will release the CPD […]
The updated Code of Professional Conduct for Financial Advice Services 2025 (the Code) has clarified what advisers are expected to know and be able to do, particularly when it comes to maintaining competence, knowledge, and skill over time. While existing advisers aren’t required to complete the new NZCFS (Level 5) Version 3 qualification, it is […]
