Financial Advice NZ Partners with CPD Provider

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Members of Financial Advice NZ now have access to industry training provided by Kaplan Professional.

The partnership is a natural step to deliver education and training services to advisers, says Financial Advice NZ CEO Katrina Shanks, and supports Level 5 through to a Bachelor of Business Studies, and competency and knowledge through CPD.

Kaplan Professional’s Ontrack continuing education platform will allow Financial Advice NZ’s 1,500 members to obtain ongoing education to deliver advice under the Code of Professional Conduct for Financial Advice Services – Standard 9.

The arrangement means Financial Advice NZ members will receive…

  • New CPD content twice a month
  • Purpose-built library with original and unbiased technical content
  • Multimedia formats such as podcasts, videos, and micro-learning pieces
  • Recording, tracking, and monitoring tools to maintain CPD logs
  • 12-month professional development plans
  • Monitoring and reporting capability to FAPs/groups and advisers
  • FAPs’ ability to add bespoke content and requirements to their members

Kaplan Professional has been operating for more than 30 years and is working in New Zealand in association with Massey University.

Read our other stories about Kaplan Professional.