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.
Securities Commission of New Zealand
The Securities Commission is New Zealand’s main regulator of investments.
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.
ETITO
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 writes the Unit Standards for the National Certificate in Financial Services.
New Zealand Qualifications Authority
NZQA works closely with education agencies and ITOs to ensure that all New Zealand qualifications are accepted as credible and robust, nationally and internationally.
Code Committe for Financial Advisers
An independent Code Committee was appointed by the Commissioner for Financial Advisers. The Committee is responsible for developing a financial adviser Code of Conduct. View their website to keep up-to-date with discussion documents and releases made by the Committee.
Strategi Limited
Strategi Limited is arguably the most experienced and competent organisation in New Zealand that delivers specialised support services to financial advisers.
