Benefits of Membership

IFA Member

Membership of the Institute of Financial Advisers offers financial planning, investment and insurance advisers with significant personal and professional benefits:

  • Membership of New Zealand's internationally-recognised professional body for financial advisers.
  • Increased marketability through membership of the Institute.
  • Ongoing education and professional development.
  • A rigorous and respected professional designations framework, including the internationally recognised CFPCM and CLU designations.
  • The right to display an Institute of Financial Advisers certificate featuring the Institute's certification symbol. This symbol is being promoted to the public via an ongoing awareness programme.
  • Opportunities to stay informed about the latest trends, developments and products through conferences, seminars, workshops and monthly meetings.
  • The reassurance and marketability of a professional Code of Ethics.
  • The backup of a formal Disciplinary and Complaints procedure.
  • Affiliation to international associations.
  • Opportunities to meet and mingle with colleagues to discuss issues of common concern in a non-competitive setting.
  • Access to member-only tools and templates.
  • Access to a range of CPD materials, presentations and webcasts.
  • Specially-developed professional indemnity scheme.
  • Discounts from a range of external partners

IFA Member Booklet
Click here to view the Membership Booklet.