IFA
Grants the CFP® mark
The Institute of Financial Advisers is the professional body
representing personal financial advisers-financial planners,
investment advisers and insurance advisers-in New Zealand.
Membership is voluntary. Members are required to follow the
six-step process and meet standards of education, experience,
examination and ethics. CERTIFIED FINANCIAL PLANNER™ and Chartered
Life Underwriter are international certification marks awarded to
members upon initial and ongoing qualification.
Contact Information
Institute of Financial Advisers
Level 9, Willbank House, 57 Willis Street
P O Box 5513, Wellington
+64.4.499.8062
+64.4.499.8064
info@ifa.org.nz
http://www.ifa.org.nz/
Chief Elected Officer: Simon Hassan
Chief Staff Officer: David Hutton
Size: 1,400 members with 398 CFP®
certificants
