Closing the Gaps
19 February 2016
This workshop is designed to enable AFAs to meet their AFA obligations relating to Code Standards 14 and 15. Much has changed since the introduction of the Financial Advisers Act 2008 and the original level 5 qualification. Today, financial advisers need to have the competence, knowledge, and skill to meet the new Code of Professional Conduct for AFAs, newly introduced legislation and regulation, plus understand and implement the FMA’s expectations outlined in their numerous guidance notes. All of this is contained in the new level 5 qualification (New Zealand Certificate in Financial Services level 5). Code Standards 14 and 15 require all AFAs to ensure they are meeting the content of this new qualification. EVERY AFA plus those RFAs who have completed their National Certificate in Financial Services (Financial Advice) (level 5) and who want to update their knowledge, competency and skill to meet the requirements of the New Zealand Certificate in Financial Services Level 5.
Event location
Strategi Institute Bldg E, 17 Corinthian Drive Albany, AucklandEvent date/time
Friday 19 February, 0900-1300Event contact information
Contact Laura Sanders, lsanders@strategi.ac.nz or 09 414 1300
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