Continuing Education (CE) is an integral component of NZFMA Accreditation and ensures the development of market practitioners within NZFMA member organisations. The primary objective is to ensure that NZFMA Accredited Individuals maintain their practitioner knowledge, skills and integrity and represent the financial services industry in a competent and professional manner.
NZFMA Accredited Individuals are required to complete 20 hours of Continuing Education a year. Of these 20 hours, five (5) hours CE must be related to compliance and regulation in the financial markets industry.
As Delegated Assessment Organisation (DAO) NZFMA provides structured training opportunities that meet the continuing education requirements of the Financial Advisers Act. Further information regarding compliance with the the Financial Advisers Act is available from the Financial Markets Authority.
You can find detailed information on NZFMA's CE requirements including accepted activities, reporting periods and a list of suggested CE topics in the New Zealand Financial Markets Education Program Guidelines (Section 8).
NZFMA's Training Calendar will keep you up to date with what courses and workshops we have available to both NZFMA members and non-members.
AFMA provide a comprehensive range of topics from fundamental information on financial markets to the advanced study of complex mathematics and structured financial products. NZFMA work with AFMA to provide New Zealand specific courses from this catalogue. Please contact NZFMA for further information. View the AFMA Training Catalogue here.
Other external CE providers and contact details are listed below:
|ACI||Inhouse workshops |
Distance learning courses 6-7 months
| CFA Society NZ ||e-Learning |
|Global Financial Markets Institute||e-Learning||website|
|INFINZ ||Conferences |
|Intuition ||e-Learning library and tutorials |
|Kaplan||Training courses ||website|
|NZ Institute of Chartered Accountants ||e-Learning |
|Open Polytechnic ||Distance Learning ||website|
|Victoria Business School ||Public lectures ||website|
|University of Auckland Business School ||Courses |