No ‘Red Flags’ for Advisers in Level 5 Review
An assurance that the Certificate in Financial Services will remain fit-for-purpose caught the attention of Riskinfo readers this week…
Suggested updates to the current...
Adviser Edge Training for 2024
Fidelity Life is running three industry training courses early next year aimed at helping both new and experienced advisers working with the firm.
Under the...
Fidelity Life Publish ‘Working Together’ Guide
Fidelity Life has published a Working Together guide for advisers who market the firm's products.
The company says it is taking note of adviser feedback...
Call to Retain Existing Level 5 Qualifications
One industry leader's response to news that the Level 5 certificate may be changed, coupled with his suggestion that advisers should concentrate on good...
Clear Opposition to Level 5 Certificate Review
Almost 70% of those who have so far cast a vote in our latest poll indicate they are not in favour of changes being...
Tips to Focus on CPD
Strategi has produced a tip sheet for advisers needing to focus more on their continuing professional development (CPD) activities.
The industry training firm states the...
Fidelity Life Publishes Key Turnaround Times
Fidelity Life is publishing its turnaround times for processing new business, underwriting, and call centre interactions.
The firm's Chief Sales and Service Officer Bronwyn Kirwan...
Updated – Level 5 Certificate Under Review
Moves to review and potentially revise the Level 5 entry-level qualification required by financial advisers attracted reader comment and plenty of traffic this week...
The...
Webinar: The Business of Merger and Acquisitions
A Financial Advice New Zealand Bring in the Experts webinar will look at the business of merger and acquisitions on 8 November 2023.
Financial Advice...