For those of you yet to commence your qualifications under the new FSLAA regulations, the clock is now truly ticking. The alarm goes off on the 15th March 2023, and if you haven’t got your qualification by then you cannot give advice, and while that might seem a long way away, think about what you were doing in May 2019 and realise time does fly — especially when you are busy.
The time allowed for completion of New Zealand Certificate in Financial Services Level 5 is approximately eleven months. So ideally (and at the latest) you would want to finish no later than December 2022 to allow for any issues, re-submits and delays in finishing.
For those of you who still need to complete Version 1 of Level 5, this will no longer be available after June 2022.
Thousands of advisers and brokers have entrusted the College to help them through their qualifications. We are here to help you too. Call us on 09 306 1731 for information.
New course for Estate Planning and Asset Management
You may have seen a new offering from the College launched in early May. In a first for advisers and brokers, the College has released an online modularised Estate Planning and Asset Management course.
Advisers are being encouraged to ‘strengthen and expand’ their conversations with clients and talk about subjects that may be outside of their traditional area of expertise - particularly estate planning, which can end up significantly affecting a client’s outcomes if not talked about. The programme will not qualify advisers to provide estate planning advice but will give you the tools to have the conversation and refer clients to the right parties.
The course includes education on the key principles of asset protection and estate planning, advice on how to hold more meaningful conversations with clients on the topic, identifying risks and providing solutions. The modules covered include estate planning, EPA’s, business legacy planning, relationship property, trusts, wills, conversations and scenarios. The course can be purchased as a whole or module by module.
Go to www.professionaliq.co.nz for more details.