Continuing Education Requirements

Continuing Education (CE) is vital in enhancing the efficiency of the financial services industry and developing practitioner skills. 

The primary objective of CE is to ensure that individuals within the market:

• maintain their practitioner knowledge, skills and integrity
• represent the financial services industry in a competent and professional manner
• ensure they are making a positive investment in their future, and the future of the industry

Continuing education may include:

• courses, seminars, workshops & conferences
• preparation and presentation of courses and seminars
• relevant tertiary studies
• research, preparation and presentation of technical publications
• participation in NZFMA Committees or other structured committees that contribute to the individuals knowledge and skills

For complete information on the CE requirements for NZFMA Accredited Individuals please refer to the NZ Accreditation Guidelines (currently under review)

Australian Accreditation Continuing Education Requirements

ASIC confirms the requirement for continuing education in Policy Statement 146 but does not prescribe a minimum number of hours per year.  It leaves this to be determined by relevent industry bodies such as the Australian Financial Markets Association. AFMA recommendeds that 20 hours of continuing education is undertaken, however, it is up to the discretion of the Australian Financial Services Licensees to nominate an appropriate amount of CE for their employees depending on the individual’s activities and experience.