Monday, July 22, 2019

Training

Dealer Groups Must Evolve Alongside Advisers – Newpark

Dealer groups must evolve as the new regime for financial advice comes into force, says Newpark Chief Executive, Melanie Purdey. She believes most dealer groups...

Top Tips for Level 5 Distance Learning

Professional IQ College has shared their top tips for advisers looking to complete their Level 5 Certificate through distance learning. Adviser professional development expert and...

Advisers Show Strong Interest in FAP Compliance Officer Courses – Strategi

Strategi Institute has reported a strong demand for its two-day Compliance Officer course, designed for future financial advice providers (FAPs). Both Auckland courses for July...

Code Working Group Responds to Association’s Concerns

Code Working Group Chair, Angus Dale-Jones, has addressed concerns raised last week by Financial Advice New Zealand on the final Code of Professional Conduct. The...

Professional IQ College Launches Guidance Workshops 

The Professional IQ College has launched one-day workshops to help experienced financial advisers prepare to undertake their Level 5 qualification. Chief Executive, Rod Severn, says...

Leadership Changes at Strategi Group

Strategi Group has announced a major leadership change, appointing two independent directors and a new CEO. David Whyte and Joy Marslin will join as independent...

Professional IQ College Offers Rebate for Advisers  

Professional IQ College has confirmed it will be able to reduce the overall cost of the NZ Certificate in Financial Services Level 5 for...

News in Brief

FSC Confirms Faafoi for Summit, Launches Advice Regulation Hub The FSC has confirmed Minister Faafoi will be attending the Wellington Navigating Regulation Adviser Summit on...

Confusion Around Competency Requirements

Professional IQ College has reported a number of members have been seeking clarification on what will be acceptable to meet the Government’s new Code...

Meddling With Commissions Could Hurt New Zealanders – Severn 

The new Chief Executive of Professional IQ College has cautioned the Government to be careful with taking a hasty approach to adviser remuneration in the...