$5,000 Certified Financial Planner Scholarship Offered


A scholarship valued at $5,000 is being offered by Nigel Tate Financial Planning of Hamilton to an adviser who is also a member of Financial Advice NZ, and been granted Certified Financial Planner (CFP) certification.

Katrina Shanks, Financial Advice NZ CEO, says: “The Tate Scholarship recognises the commitment of financial advisers in obtaining qualifications and continuing professional development.

“Nigel Tate, a CFP professional himself, is committed to the highest professional standards in financial advice.”

The scholarship programme will run for five years, with the first scholarship awarded at the Financial Advice NZ Gala Dinner and Awards Night in Wellington on 16 November 2021.

To be eligible for the scholarship you must:

  • Be a member of Financial Advice NZ
  • Have been awarded the CFP mark by Financial Advice NZ in the year of the award; and
  • Not have held the CFP mark previously

Full details of the Tate Scholarship are here.