PIQ launches estate planning course for insurance advisers
Director says many advisers lack the confidence to talk to clients about wills
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More advisers embrace a "holistic approach" - PIQ
"It's about being able to consider all aspects of a client's finances, not just being narrow in the advice that you give"
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Advisers find “unexpected benefits” from completing Level 5
CEO says the advisers “now feel more confident and competent in giving advice”
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New Level 5 certificate won’t mean “hours and hours” of studies
Advisers will be able to use client files to demonstrate practical knowledge
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How many advisers still need their Level 5?
College says some groups have paused license preparation, but others haven't
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PIQ rolls out new version of Level 5 certificate
This version is “better suited to the learning needs” of new and experienced advisers
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More than an industry: CEO on financial advice as a profession
“New Zealanders need you. You need them”
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PIQ announces new CEO in preparation for FSLAB
“Ensuring that advisers can access quality and competency and training will be essential under the new regime,” says boss
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Five minutes with...Sam Kerr, broker at Seneca Group
Onus on broker community to rebuild trust after Canterbury quake
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Weekly Wrap: NZQA accredited broker scholarship now open
PLUS: Insurer makes senior appointment and Quake Outcasts continue court battle