Education Track

1.  New members join as Provisional members; at the time of application you:

• declare involvement as a financial adviser
  
  AND
• agree to complete the Education/Training and other requirements for General membership. In some cases, prior learning and or industry experience is recognised. This can change the education and/or mentoring requirements.

2. EITHER

a.  COMPLETE and pass the Vocational Education Programme courses required by the Institute and run by Adviserlink Learning namely: NZ Financial Services Industry Essentials* Financial Plan Construction and Review* Fundamentals of Investment Personal Risk Management** Practice Management *Formerly "Fundamentals and Processes of Financial Planning" **Formerly "Fundamentals of Personal Risk Management" OR COMPLETE and pass the Certificate in Financial Services (CertFS) offered by Adviserlink Learning.  (see note below about cross credits) AND b. MENTOR arrangements.  This takes two years.

OR (instead of a. and b.) work continuously for two years for an ATO (Approved Training Organisation) and complete their approved training and mentor process.

ON COMPLETION OF THESE REQUIREMENTS YOU MAY APPLY FOR GENERAL MEMBERSHIP.

This is ENTRY LEVEL COMPETENCE.  Stop here, or go on for SENIOR COMPETENCE

3.  Once you have completed FOUR OR MORE approved diploma papers* (and the Adviserlink Learning course “Business Financial Solutions” (Formerly "Business Financial Services") for insurance adviser members) and the above requirements, you may apply for the Associate designation.

4.  Finally, once you have COMPLETED THE APPROVED DIPLOMA* or its equivalent, and subject to the final requirements below, you may apply for our highest designation:

Finally, ALL PRACTITIONER MEMBERS, whether fully qualified or not, have to complete the required hours of Continuing Professional Development (CPD) every two membership years.  Refer to the CPD Guidelines for details.

Note:  Cross credits are available for most of the Adviserlink Learning courses for CertFS on application.  All Adviserlink Learning courses can be 'challenged' (if you do not think you need to complete a particular course, you may be eligible to apply to complete the Adviserlink Learning challenge assessment).