Kaplan Professional is expanding its professional development offering for New Zealand’s financial advice sector with the launch of a new face-to-face masterclass for Financial Advice Provider’ leaders.
The company says its Responsible Financial Advice Provider Leadership Masterclass, to be held at Massey University’s Albany Campus in Auckland on November 3, is designed to help FAP owners, directors, senior managers and compliance leaders “…translate complex regulatory responsibilities into practical and sustainable business practices.”
Kaplan Professional CEO Brian Knight says the interactive 3.5-hour workshop complements the education provider’s broader focus on supporting financial advice professionals throughout their careers – from formal qualifications through to CPD and targeted capability development.
“Together with Massey University, we have developed education pathways that enable financial advice professionals to progress from foundational study through to higher-level qualifications, while our Ontrack platform supports the ongoing CPD needs of advisers and FAPs.”
Knight says the masterclass is another step in that direction. “We see an opportunity to complement formal qualifications and digital CPD with targeted, face-to-face professional development that brings industry leaders together to examine some of the practical challenges they are managing within their businesses.”
He says the new masterclass reflects an increasing emphasis on professional development that goes beyond meeting regulatory requirements alone.
“Professional development should not simply be about completing a requirement – it should help people become better practitioners and help businesses build stronger capability.
For FAP leaders in particular, understanding regulatory obligations is only part of the equation…
“For FAP leaders in particular, understanding regulatory obligations is only part of the equation. The challenge is translating those obligations into everyday decisions, behaviours and processes that are understood and consistently applied across an organisation.”
The masterclass will be presented by NZ financial services executive and Articulo HQ Consulting founder Trecia Brown who, Kaplan says, brings more than 20 years of senior leadership experience across financial services, spanning national distribution, adviser support, capability development and regulatory alignment.
“Participants will be able to work through real-world challenges, exchange perspectives with their peers and consider how regulatory responsibilities can be embedded more effectively across their businesses,” Knight says.
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