Institute Forms & DocumentsInstitute Forms & Documents

New Practitioner Membership Application 2010-11 For those involved in the process of investment advice, insurance advice and/or financial planning.	View PDF
New Affiliate Membership Application 2010-11 For those NOT involved in the process of investment advice, insurance advice and/or financial planning.	View PDF

Application for Inactive Membership	View PDF
Application for Retired Membership	View PDF
Brochure Order Form	View PDF
CFP^CM Mark Proper Use	View PDF
Complaint Form(Complaint against an Institute Member)	View PDF
Continuing Professional Development (CPD) - Guidelines (effective 1 July 2007)	View PDF
Continuing Professional Development Credits (CPD) - Personal Log	� MS Excel � MS Word � View PDF
Professional Development Pathway	View PDF
Mentor Arrangement Form(For mentor to complete as part of an application for Practitioner Membership)	View PDF
Mentor Report Guide(Guide for completing Mentor Report Template)	View PDF
Mentor Report Template(For use by Mentor when providing six monthly reports)	MS Word

CFP^CM and

are registered certification marks and CERTIFIED FINANCIAL PLANNER^CM is a common law certification mark owned outside the U.S by Financial Planning Standards Board Ltd. Institute of Financial Advisers is the marks licensing authority for the CFP Marks in New Zealand, through agreement with FPSB.