Did you know there are globally recognised financial planning marks which can be obtained in New Zealand? Did you also know the Trusted Adviser mark is a NZ recognised mark which reflects your commitment to your profession standing above the base legislative requirements to provide financial advice?

Symbols of excellence in financial planning and risk management, the CFPCM and CLUCM Certification Marks and the Trusted Adviser Mark represent the highest achievement within the profession. Advisers who demonstrate their commitment to the uppermost level of education and ethical standards in financial planning stand out in the sector as experienced and trusted professionals to their clients and potential clients.

But don’t take our word for it – join our informative and interactive webinar where our expert panel from the Financial Planning Member Advisory Committee (MAC) will share their advice for those considering becoming a CFPCM and/or CLUCM Professional or a Trusted Adviser, discussing the many advantages of obtaining the pinnacle mark in financial advice, how to get there, as well as answering your questions as we go.

Our panel:

• Liz Koh, CFPCM , Trusted Adviser
• Christine Hay CFPCM, CLUCM , Trusted Adviser
• Charlene Overell CFPCM, CLUCM , Trusted Adviser

How do I join the webinar series? Zoom Link– simply click on the link to register for the series

Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.

What is the cost? Free for Financial Advice Members and $50+gst for non-members.

CPD will automatically be applied to member’s accounts within 10 working days after the webinar. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page.