Useful links

General

Financial Markets Authority (FMA)

The Financial Markets Authority (FMA) is New Zealand's regulator for the financial adviser industry. 

Financial Service Providers Register

For registration and authorisation applications, and for searching for a financial service provider.

Strategi Limited

A one-stop resource for everything you need to help you manage and grow a financial advsory business.  Strategi Limited is arguably the most experienced and competent organisation in New Zealand delivering specialised support services to financial advisers.

ETITO

The Electrotechnology Industry Training Organisation (known as ETITO) is the Industry Training Organisation for several New Zealand industries, including financial services, and is the national standard setting body that approves the unit standards for the National Certificate in Financial Services.

New Zealand Qualifications Authority

NZQA holds your record of learning for all training on the national framework.  (Note: You will NOT find your university qualifications recorded here and for a record should contact the university who awarded your qualification.)  NZQA works closely with education agencies and ITOs to ensure that all New Zealand qualifications are accepted as credible and robust, nationally and internationally.

Newsletters

Strategi E-zine

Strategi's regular update to the financial services industry containing material relevant to advisors and their businesses.

Financial Alert

A regular update for those in the financial services industry.

Good Returns

NZ's financial adviser news centre.

Professional Bodies

Institute of Financial Advisers

A professional body for financial planners, insurance advisers and investment advisers throughout New Zealand.

Professional Advisers Association

A professional body for life insurance, investment and mortgage advisers throughout New Zealand.

Society of Independent Financial Advisers

SIFA is a professional membership society for practitioners working in smaller independently owned and operated financial planning practices.  Members cannot belong to franchises, chains, institutional firms, banks or product providers and must be independent of production quotas, soft loans etc.

New Zealand Institute of Management

NZIM is New Zealand’s professional body for managers. It sets the standards for management education, training and development in New Zealand.