Financial Adviser articles

5 articles on financial adviser prep — written for New Zealand candidates.

Showing 5 Adviser articles · Professional

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Financial adviser assessment mistakes

Published 11 August 2026 at 8:00 am

Case study assessments punish generic product recommendations without documented client needs analysis.

Financial adviser insurance strand NZ

Published 23 May 2026 at 8:00 am

Insurance strands cover product types, suitability, and disclosure — separate from investment strand assessments.

Financial adviser residential lending NZ

Published 15 April 2026 at 8:00 am

Residential property lending strand covers credit advice within regulated financial advice rules — not unregulated broking.

Financial advice code of conduct NZ

Published 25 February 2026 at 9:00 am

The Code of Professional Conduct sets minimum competence, knowledge, skill, and continuing development standards for advisers.

Financial adviser study plan NZ

Published 12 February 2026 at 9:00 am

Level 5 demands sustained effort — map 10–15 hours weekly across core then strand modules over several months.

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