Trusted Adviser mark achievable for all members over time: Shanks
The association has revealed the framework for the mark.
It is designed to be a symbol of an adviser’s high level of qualification, experience and ethics, and highlight those who have done more than the minimum required of them by law.
It is not a standard required of all members but is another step between the association’s “core membership” and those with the pinnacle CLU or CFP marks.
A Trusted Adviser of Financial Advice NZ is a member who has been accepted as having a level five qualification or higher; three years’ experience providing regulated financial advice; a minimum of 20 hours’ CPD a year; completing a three-hour ethics workshop every three years; and holding appropriate adviser-level professional indemnity insurance.
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