Excellence, beyond Competence

Welcome to the home page for New Zealand's top professional financial advisers - or those who want to be.

Want to be the best? The Institute of Financial Advisers is the body for professional financial advisers. With our links to 25 countries through the Financial Planning Standards Board, we have access to world best practice in financial advice. A strong continuing professional development programme, excellent fellowship opportunities, proven commitment to world-class standards, ethics and values and unrivalled access to expertise make us the only choice for true professionals.

The Member-only access includes:

  • Templates and tools , such as disclosure documents and Adviser Business Statements
  • Webcasts and webinars - archived and current presentations
  • Professional Practice guidance notes
  • Your member details