About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds Other Sites:   tmmonline.nz  |   landlords.co.nz
Last Article Uploaded: Monday, September 16th, 9:30PM
rss
People

New chair for Financial Advice NZ certification body

Financial adviser Simon Hassan has been appointed chair of Financial Advice NZ’s certification committee.

Thursday, July 5th 2018, 6:00AM

The committee will handle certification processes for the CFP and CLU marks and ensure that New Zealand applicants and charterholders meet their international obligations.

The committee was independent from the association’s board, Hassan said.

It was possible it could have some responsibilities for administering the Financial Advice NZ Quality Service Mark too, he said, but that was yet to be determined. Much of that work may be handled by Financial Advice NZ management.

Hassan had to give up his own CFP qualification to take the role of chair, so that he could be independent. 

He said that was not a decision made easily but he plans to move to semi-retirement in September, anyway.

The committee will be made up of six people who will review things such as advisers’ sample financial plans, case studies and reports when they apply for the CFP or CLU mark.

The Institute of Financial Advisers previously administered the marks in New Zealand.

Tags: CFP Financial Advice New Zealand

« Milford appoints distribution headAuld takes advice role »

Special Offers

Comments from our readers

No comments yet

Sign In to add your comment

 

print

Printable version  

print

Email to a friend
Slideshow

MORE JOBS»

Wednesday, September 18th 2019
KiwiSaver Specialist (Strategi Institute)
Auckland

Wednesday, September 18th 2019
Compliance Officer Course (Strategi Institute)
Auckland

Thursday, September 19th 2019
Compliance Officer Course (Strategi Institute)
Auckland

Tuesday, September 24th 2019
RI New Zealand 2019
Auckland

Wednesday, September 25th 2019
Core Strand (Strategi Institute)
Auckland

Wednesday, September 25th 2019
Compliance Officer Course (Strategi Institute)
Auckland

Wednesday, September 25th 2019
FMA Transitional Licensing Seminar
Canterbury

Wednesday, September 25th 2019
Official Cash Rate announcement
Nationwide

Thursday, September 26th 2019
Core Strand (Strategi Institute)
Auckland

Thursday, September 26th 2019
Compliance Officer Course (Strategi Institute)
Auckland

MORE»

News Bites
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox
 
Site by Web Developer and eyelovedesign.com