Financial Advice has launched its Trusted Adviser mark although the public launch is scheduled for February 2021 to coincide with the new regime. The Trusted Adviser mark looks to recognise and award advisers that meet the set requirements.
“The Trusted Adviser mark is awarded to those Financial Advice NZ members who show they have committed to qualifications and continuing professional development obligations at a level higher than that required by New Zealand law and code.
The public launch of the mark is scheduled for February 2021 to coincide with the new financial advice regime coming into effect the following month. At that time when the AFA and RFA designations disappear, qualifying Financial Advice NZ members will have this new designation to show the public that their high level of qualification, experience and ethics has been recognised by a professional body.”
“Applications are open now so qualifying advisers can have the Trusted Adviser mark ready before the March 15 2021 new regime.
After the feedback received during the consultation phase, some of the criteria has been amended in line with your views. Please review the application details as many members are not required to apply, only register, as we already know they meet the criteria. Click here to apply
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