Kepa has brought in outside help to develop a professional standards framework as a FAP licensee.
Sue Grant, who was the primary facilitator for the New Zealand Certificate in Financial Services qualification for Strategi, is working as a contractor with Kepa on the implementation of professional standards in the areas of insurance, lending, investments and KiwiSaver.
Kepa CEO Brendon Neal says that together with its policy manuals the standards will provide the basis of the FAP Licensee expectations and control environment.
“With Sue’s expertise we will receive assurance that the Kepa learning and development material achieves the standards required by the Code of Professional Conduct for Financial Advice Services,” says Neal.