Financial Advice NZ is holding a webinar at 10am on Wednesday 8 July where its CEO Katrina Shanks will outline the organisation’s proposal for its Trusted Adviser accreditation and its criteria.
Shanks says the Trusted Adviser mark will, if introduced, distinguish advisers who have chosen to commit to qualifications and ongoing professional development at a level higher than that required by New Zealand law and code.
“The mark is intended as an aspirational mark that (FANZ) members will desire to achieve,” she says.
“It is not a new standard for membership, nor is the criteria compulsory. It creates a pathway to a recognised mark for those who are seeking to further develop their professional skills and knowledge, and allows those that have met the criteria to differentiate themselves from other market participants.”
To take part in the webinar register here.