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.
Institute of Financial Advisers
Level 6, Technology One House, 86 Victoria St, Wellington
P O Box 5513, Wellington
Chief Elected Officer: Nigel Tate
Chief Staff Officer: Peter Lee
Size: 1,200 members with 420 CFP® certificants