The financial advice sector is at an exciting stage of development with new requirements from Government being introduced in 2016. We believe that, although the NZ Certificate in Financial Services Level 5 is not mandatory, it will become the recognised qualification for all advisers, whether they are giving advice on life and health insurance, fire and general insurance, mortgages or investments.
Investment advisers are already required to be qualified. Also, several of the major lenders now require mortgage advisers to become qualified with NZCFS Level 5, Residential Property Strand.
To ensure Pine Financial provides the best possible training service, in 2016 David became a qualified educator by completing the NZ certificate in Adult Education and Training Level 4.
Please contact us for further information.
Investment advisers are already required to be qualified. Also, several of the major lenders now require mortgage advisers to become qualified with NZCFS Level 5, Residential Property Strand.
To ensure Pine Financial provides the best possible training service, in 2016 David became a qualified educator by completing the NZ certificate in Adult Education and Training Level 4.
Please contact us for further information.