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IFA to take part in global survey

The Institute of Financial Advisers is taking part in "a landmark global study" to find out about consumers' attitudes to financial advice.

Tuesday, June 30th 2015, 6:30AM

It is taking part in a Financial Planning Standards Board (FPSB) survey which will be looking at the behaviors that motivate consumers to seek, and the barriers that prevent consumers from seeking, the advice of a financial planner.

The FMA and Massey University are also supporting this global survey initiative. The study, with 19 FPSB member organisations participating, is the first global research project of its kind and will involve nearly 20,000 consumers.

“We expect consumer attitudes toward money and financial planning may vary according to their geographic, socioeconomic, educational and cultural experience,” IFA President Michael Dowling said.

“Conducting this research will help us better understand consumer motivations around financial well-being and communicate with New Zealand consumers about financial planning. The results will also help us evaluate our consumer initiatives against global benchmarks.”

FPSB member organisations, found in 26 countries and territories globally, support raising consumer awareness of financial planning and CFP certification, and are committed to the research as part of a global strategy to empower consumers to take control of their lives through personal financial planning.

FPSB expects to conduct the research in Q3 and announce the results later this year.

FPSB chief executive Noel Maye said having this research is an important step in launching globally-aligned promotional campaigns to “educate consumers and connecting them with competent, ethical financial planners who are committed to placing clients’ interests first.”

Tags: financial advisers IFA

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