Professional Development PathwayProfessional Development Pathway

All membership and qualification matters come under the jurisdiction of the Certification Committee.  This committee is independent of the Board and Executive.  If you believe you should not have to meet one or more of the requirements below, you should make a detailed case and send it, with supporting documentation, to this committee via the National Office: PO Box 5513, Wellington. Phone 0800 404 422.

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 within 2 years. 

Stop here, or go on for higher practitioner membership status

(Applications for these membership designation will not be granted after 1 January 2010.)

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 designations:

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: All Adviserlink Learning courses can be challenged (if you don't think you need to complete a particular course, you may be eligible to apply to complete the Adviserlink Learning challenge assessment).