Professional IQ

Director says many advisers lack the confidence to talk to clients about wills

"It's about being able to consider all aspects of a client's finances, not just being narrow in the advice that you give"

CEO says the advisers “now feel more confident and competent in giving advice”

Advisers will be able to use client files to demonstrate practical knowledge

College says some groups have paused license preparation, but others haven't

This version is “better suited to the learning needs” of new and experienced advisers

“New Zealanders need you. You need them”

“Ensuring that advisers can access quality and competency and training will be essential under the new regime,” says boss

Onus on broker community to rebuild trust after Canterbury quake

PLUS: Insurer makes senior appointment and Quake Outcasts continue court battle