Upload
strictly-business-ltd
View
253
Download
2
Tags:
Embed Size (px)
DESCRIPTION
Mid year presentation to Institute of Financial Adviser members updating them on the Institute's activities and plans, by Tony Vidler
Citation preview
State of The NationInstitute Update – July 2012
Why we exist
PurposeExcellence, Beyond Competence
VisionTo be the recognised as the professional body for
financial advice in New ZealandMission
To help our members reach their full potential to deliver professional, quality financial advice
to New Zealanders
The story so far
• Transition largely completed
• Infrastructure & positioning
• Practical assistance delivered
The story so far
• Stakeholder relationships
• Professional Development platform
• Over 470 CFPCM and/or CLU
Where are we today?
• 1100 x Professionals• Premier & Professional
Business Partners• CFPCM & CLU
enshrined• Strong alliance with
FPA Australia, and FPSB
• Setting the standards
Where are we today?
• Excellent governance & staff
• Strongly committed members
• 13/16 professional body points
• Perfect positioning• Unique opportunity• Clear Vision
Where are we going?
• We are going to a whole new world
• We are not the first to go there
How will we look in 2017?
Every professional financial adviser will be a member
We are the professional standards leader
Institute members are recognised as the trusted adviser by consumers
We have achieved statutory recognition
We have overwhelming member satisfaction
How will we get there?
1.Demonstrate professional leadership
2.Attract & excite professional advisers
3.Develop our brand
We are MAKING the Game
World class thought
leadership….That others will
follow…