Articles tagged with 'qualifications'
14 November 2021 - The Financial Services Federation (FSF) says it is trying hard to overcome shortages of staff in its sector.
29 October 2021 - Professional competency is a career-long journey and if financial advisers can't cope with minimum standards, then it's probably not the path they should be taking.
28 October 2021 - In Australia, thousands of financial advisers have left the sector after new regulations have forced qualified advisers to take new exams and follow highly detailed and prescriptive requirements.
7 October 2021 - In an effort to slow declining numbers and raise the profile of CFPs among Kiwi financial advisers Nigel Tate and Financial Advice NZ have launched a new scholarship to promote the qualification.
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.
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.
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.
21 June 2019 - Forthcoming limits on new entrants to the industry are predicted to hit small advice firms hardest.
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.
11 March 2019 - Massey University is planning to launch a degree in financial planning, next year.
5 March 2019 - A new fee rebate option will cut the cost of completing the Level Five qualification at Strategi for some successful students.
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.
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.
9 January 2019 - A review of the NZ Certificate in Financial Services (level five) will spark a wave of changes for educational providers.
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.
28 March 2018 - Education providers are not happy with qualification and competence proposals offered up by the Code Working Group.
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.
1 December 2017 - Investment advisers look unlikely to need to meet higher competence standards under the new code of conduct for the industry.
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.
6 October 2017 - Anand Srinivasan has been making waves since he gave up working for a provider to work for himself.
22 September 2017 - Dealer group Newpark is encouraging its members to complete the Level Five insurance papers and it will pay for the training.
14 September 2017 - Triplejump is expecting upcoming changes to the qualification requirements for advisers to boost demand for its new learning platform.
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.
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.
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.
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.
3 March 2017 - Andrew Gunn asks: Why are we okay with the idea of an unqualified workforce?
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.
1 September 2016 - Tertiary institute Ara is hoping it is well-positioned to take advantage of looming changes to financial advisers’ qualification requirements.
4 May 2016 - Some advisers are getting the jump on new qualification requirements and enrolling now for extra study.
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.
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.
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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