Vacancy – Certification Committee Chair & Member

Certification Committee Chair vacancy

Financial Advice New Zealand seeks to fill a vacancy for the Chair and member of the Association’s six-member Certification Committee. The Chair is an independent person who is not a member or employee of Financial Advice NZ, nor involved in a role in the financial services profession that would lead to a perceived or actual conflict of interest.

The overall Committee responsibilities include oversight and governance of:
– The professional supervision process.
– Review and approval of Supervision Agreements, Supervision Reports and Portfolio of Experience
– Approval of assessor-written case studies.
– Review and final assessment of financial plans for candidates preparing a comprehensive financial plan, as their final assessment towards the certification mark of CERTIFIED FINANCIAL PLANNER^CM
– Awarding and re-instatement of certification marks of the Association.

Essential experience:
– Knowledge of current relevant legislation, regulation to financial advice.
– Specific experience and knowledge in some or all of the following areas; financial planning, insurance risk management, retirement planning, financial management, estate planning, tax planning, lending advice and investment planning.

Desirable experience:
– Experience as a CERTIFIED FINANCIAL PLANNER^CM or Certified Life Underwriter_CM for at least three years in New Zealand.
– Academic experience or assessment experience.

The Committee meets 4-5 times per year with at least one face-to-face meeting.  The work in this role is paid $1,000 for a full day meeting and $500 for a half day meeting and the Chair is appointed by the board for two years.

You can apply by sending your resume and a short letter highlighting what you bring to the role to katrinas@financialadvice.nz. Applications close 10 February 2023.

CFP^CM and   are registered certification marks and CERTIFIED FINANCIAL PLANNER^CM is a common law certification mark owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Advice New Zealand is the marks licensing authority for the CFP Marks in New Zealand, through agreement with FPSB

CLU_CM and   are registered certification marks owned by Financial Advice New Zealand Inc for use in financial services sector in New Zealand.

Certification Committee member vacancy

Financial Advice New Zealand seeks to fill a vacancy the member of the Association’s six-member Certification Committee. This can be a member of Financial Advice NZ.

The Committee responsibilities include oversight and governance of:
– The professional supervision process.
– Review and approval of Supervision Agreements, Supervision Reports and Portfolio of Experience
– Review and final assessment of financial plans for candidates preparing a comprehensive financial plan, as their final assessment towards the certification mark of CERTIFIED FINANCIAL PLANNER^CM
– Awarding and re-instatement of certification marks of the Association.

Essential experience:
– Knowledge of current relevant legislation, regulation to financial advice.
– Specific experience and knowledge in some or all of the following areas; financial planning, insurance risk management, retirement planning, financial management, estate planning, tax planning, lending advice and investment planning.

Desirable experience:
– Experience as a CERTIFIED FINANCIAL PLANNER^CM or Certified Life Underwriter_CM for at least three years in New Zealand.
– Academic experience or assessment experience.

The Committee meets 4-5 times per year with at least one face-to-face meeting.

You can apply by sending your resume and a short letter highlighting what you bring to the role to katrinas@financialadvice.nz. Applications close 10 February 2023.

CFP^CM and   are registered certification marks and CERTIFIED FINANCIAL PLANNER^CM is a common law certification mark owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Advice New Zealand is the marks licensing authority for the CFP Marks in New Zealand, through agreement with FPSB

CLU_CM and   are registered certification marks owned by Financial Advice New Zealand Inc for use in financial services sector in New Zealand.