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Articles tagged with 'qualifications'

FMA ponders advice exemptions

15 August 2019 - If you want to rely on alternative qualifications under the new regime, they'll probably need to be assessed by an NZQA-approved qualification developer.

Open Polytech offers new financial advice courses

9 July 2019 - Open Polytech says its new financial services qualification and continuing professional development course will stand advisers in good stead in the new advice regime.

Qualifications focus 'upside down'

4 July 2019 - Advisers who’ve focused on getting a level five qualification to enable them to transition to the new advice regime may have taken the wrong approach, an adviser coach says.

Transitional licensing 'a hurdle for small businesses'

21 June 2019 - Forthcoming limits on new entrants to the industry are predicted to hit small advice firms hardest.

Advisers fear return to classroom

28 March 2019 - Enrolments for the Level Five financial services qualification are up “overwhelmingly” on last year, one education provider says – but some experienced advisers could face hurdles as they return to study.

Financial planning degree on horizon

11 March 2019 - Massey University is planning to launch a degree in financial planning, next year.

'Success rebate' to lower cost of level five

5 March 2019 - A new fee rebate option will cut the cost of completing the Level Five qualification at Strategi for some successful students.

Adviser training institutes positive about education shake-up

18 February 2019 - A shake-up for New Zealand’s vocational training systems could have an impact on the financial advice sector – but it’s expected to be a positive one.

Level five version two signed off

23 January 2019 - A new version of the New Zealand Certificate in Financial Services has been reviewed and signed off by the New Zealand Qualifications Authority.

Education providers tweak offers

9 January 2019 - A review of the NZ Certificate in Financial Services (level five) will spark a wave of changes for educational providers.

Degree 'not the answer to industry's problems'

20 April 2018 - Providing high quality financial planning advice is not that hard and a degree won’t solve the issues present in the industry, an adviser is arguing.

Education providers: Proposals a backwards step

28 March 2018 - Education providers are not happy with qualification and competence proposals offered up by the Code Working Group.

The 10 best ways to compete with the big end of town

23 January 2018 - It is true, the big end of town has advantages – and yet third-party advisers, typically running small businesses, have done very well over the years and have a strong offer to the market.

Working group outlines new code's principles

1 December 2017 - Investment advisers look unlikely to need to meet higher competence standards under the new code of conduct for the industry.

Target on advisers outside associations

7 November 2017 - Advisers who are not members of a professional association risk becoming disengaged or missing out on important information about the upcoming advice regulation overhaul, the Financial Services Council says.

Getting to Know: Anand Srinivasan

6 October 2017 - Anand Srinivasan has been making waves since he gave up working for a provider to work for himself.

Newpark paying for members to do Level 5 papers

22 September 2017 - Dealer group Newpark is encouraging its members to complete the Level Five insurance papers and it will pay for the training.

Triplejump could get boost from new qualification rules

14 September 2017 - Triplejump is expecting upcoming changes to the qualification requirements for advisers to boost demand for its new learning platform.

Get basics right: Ballantyne

9 August 2017 - Naomi Ballantyne, Managing Director of Partners Life, talks about adviser businesses and getting them ready for the future, plus an update on their upcoming roadshow.

Get basics right: Ballantyne (+ VIDEO)

9 August 2017 - Something as simple as producing a set of accounts to prove they have a financially viable business could be a significant challenge for some risk advisers, Partners Life chief executive Naomi Ballantyne says.

Review a resounding win for the 'big end of town'

19 July 2017 - Murray Weatherston, a founding member of SIFA, talks to us about the Financial Adviser Review Act, where it’s going and some of his thoughts on it.

Study options 'discriminatory'

3 March 2017 - Long-standing advisers say they are being discriminated against by education providers who have prematurely opted out of offering the old level five certificate.

MBIE missed the mark

3 March 2017 - Andrew Gunn asks: Why are we okay with the idea of an unqualified workforce?

Some advisers in for a shock: Trainer

5 September 2016 - Bigger financial advice firms are starting to upskill their staff ahead of the Financial Advisers Act changes, but small operations are still burying their heads in the sand, one training provider says.

Ara launches adviser degree - but is there demand?

1 September 2016 - Tertiary institute Ara is hoping it is well-positioned to take advantage of looming changes to financial advisers’ qualification requirements.

Advisers' pre-emptive strike

4 May 2016 - Some advisers are getting the jump on new qualification requirements and enrolling now for extra study.

Fewer than 1000 complete level 5

21 April 2016 - Tens of thousands of registered financial advisers will have to head to the classroom if the Financial Advisers Act brings in a compulsory level five qualification for all, New Zealand Qualifications Authority data shows.

Call for education to top FAA review checklist

26 May 2015 - Any moves to require a higher level of education for financial advisers in the review of the FAA are likely not to go far enough, says Massey University’s director of financial planning.

Dodds: Higher requirement inevitable

18 May 2015 - New Zealand’s financial advice sector “seriously needs to wake up” to the need for degree-level qualifications, says the chief executive of the Institute of Financial Advisers.

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Lender Flt 1yr 2yr 3yr
ANZ 5.19 4.15 4.09 4.49
ANZ Special - 3.65 3.59 3.99
ASB Bank 5.20 4.15 4.09 4.39
ASB Bank Special - 3.65 3.59 3.89
BNZ - Classic - 3.65 ▼3.54 3.99
BNZ - Mortgage One 5.90 - - -
BNZ - Rapid Repay 5.35 - - -
BNZ - Std, FlyBuys 5.30 4.45 4.35 4.55
BNZ - TotalMoney 5.30 - - -
China Construction Bank 5.50 4.70 4.80 4.95
China Construction Bank Special - 3.19 3.19 3.19
Lender Flt 1yr 2yr 3yr
Credit Union Auckland 5.95 - - -
Credit Union Baywide 6.15 4.95 4.95 -
Credit Union North 6.45 - - -
Credit Union South 6.45 - - -
Finance Direct - - - -
First Credit Union 5.85 - - -
Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
Heretaunga Building Society 5.75 4.80 4.95 -
Housing NZ Corp 5.19 ▼4.15 ▼4.09 ▼4.39
HSBC Premier 5.24 3.35 3.35 3.35
Lender Flt 1yr 2yr 3yr
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
ICBC 5.65 3.85 3.95 3.89
Kiwibank 5.80 4.30 4.34 4.74
Kiwibank - Capped - - - -
Kiwibank - Offset 5.15 - - -
Kiwibank Special - 3.55 3.59 3.99
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 5.70 4.69 4.79 -
Resimac 5.30 4.86 4.14 4.19
Lender Flt 1yr 2yr 3yr
RESIMAC Special - - - -
SBS Bank 5.29 4.85 5.05 5.49
SBS Bank Special - 3.69 3.69 3.99
Sovereign 5.30 4.15 4.29 4.55
Sovereign Special - 3.65 3.75 4.05
The Co-operative Bank - Owner Occ 5.15 3.65 3.59 3.99
The Co-operative Bank - Standard 5.15 4.15 4.09 4.49
TSB Bank 6.09 4.65 4.59 4.85
TSB Special 5.29 3.85 3.79 4.05
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.34 4.15 4.09 4.49
Lender Flt 1yr 2yr 3yr
Westpac - Offset 5.34 - - -
Westpac Special - 3.65 3.59 3.99
Median 5.35 4.15 4.09 4.19

Last updated: 16 September 2019 10:03am

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