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 6, Technology One House, 86 Victoria St, Wellington
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: Nigel Tate
Chief Staff Officer: Peter Lee
Size: 1,200 members with 420 CFP® certificants