Institute DocumentsInstitute Documents | |
| Constitution June 2009 | View PDF |
| Code of Ethics August 2007 | View PDF |
| Code of Procedure November 2007 | View PDF |
| Constitution Role Descriptions June 2009 | View PDF |
| Disciplinary Bylaws (Effective 1 June 2009) | View PDF |
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Disciplinary Bylaws November 2008 (Valid until 31 May 2009) |
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| Membership Bylaws (Effective 1 June 2009) | View PDF |
| Certification Bylaws (Effective 1 June 2009) | View PDF |
| Membership and Certification Bylaws November 2008 (Section 5 valid until 31 December 2009) |
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Practice Standards August 2007 |
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| Topic List - Comprehensive Financial planning in NZ May 2006 |
View PDF |
| Guidelines on Replacement Business December 2008 | View PDF |
| SHERPA Guidelines | |
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Institute Forms and Documents |
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| Archived Institute Documents | Archives Page |
