Institute of Financial Advisers (IFA)

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Address:
PO Box 5513
Wellington
6145
New Zealand
Phone:
+64-04-4998062
Fax:
+64-04-4998064
Professions:
Financial Planning, Investment
Our members:
Financial Planner, Financial Adviser, Insurance Adviser, Investment Adviser
Region of activity:
National
New Zealand
Scope of membership:
National
New Zealand
Founded Founded: 1999 Members Members: 1,465

Description

Professional body for needs based financial advisers. Members agree to be bound to act in clients' interests, and are encouraged to follow the internationally recognised six-step professional advice process.

Member benefits

Recognition of commitment to act in clients' interests
Representation at Governement and other key levels
Access to valued certification marks and designations

Mission / Aims

To be the professional body of choice of all financial advisers. To foster professionalism among financial advisers and to serve the needs and interests of members and the public.

Principal activities

Setting professional standards
Assisting members achieve professional standards
Disciplining members who fail to reach required professional standards
Developing initial and ongoing professional education pathways for members
Communicating and co-operating with members, the Government, and other stakeholders

Training / Licensing / Certification

2-year mentoring programme for new members

AFP (Associate Financial Planner) and ALU (Associate Life Underwrter) - our intermendiate designations

CFP (Certified Financial Planner) and CLU (Chartered Life Underwriter) marks - our senior designations

Affiliations

We are member of:
International Financial Planing Standards Board (FPSB)