STRATEGIC PLAN 13 th August 2015

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1 STRATEGIC PLAN 13 th August 2015 Vision The Institute of Financial Advisers is New Zealand s professional body that inspires trust and confidence in financial advice. Mission To be recognised as the leader of the financial advice profession by developing and promoting professional standards and awareness of the value of good advice. Core Philosophy/Values Professionalism: We lead based on standards and objectivity. Accountability: We are committed and responsible, and deliver on all commitments. Integrity: We are transparent, ethical and respectful in all of our professional dealings. Strategic s A. Act in the best interests of the public in that clients and prospective clients of our members obtain competent and suitable financial advice. B. Lead and represent the professional interests of our members to all stakeholders. C. Continue to develop and promote professional standards and practice. D. Facilitate professional development along the spectrum of advice and continue to provide, develop and promote professional pinnacle marks that advisers aspire to. E. Provide useful and cost effective services, facilities and benefits to its members to support best practice.

2 Actions (Specific, Measurable, Attainable, Results-Focused, and Time-Bound) Include due dates and other measurable parameters. A. Act in the best interests of the public so that clients and prospective clients of our members obtain competent and suitable financial advice. 1. Create a Pro Bono Group to look at how we co-ordinate and identify existing activities and potential opportunities to support IFA s involvement with pro bono financial advice and financial literacy initiatives. 2. Support members to participate in Pro Bono Activities Pro Bono Group/ Pro Bono Group/ 3. Promote Find an Adviser as the place to go for quality financial advice 4. Purchase Find an Adviser domain name with aim to incorporate into marketing / promotion programmes AJ / 5. Lobby for improvement in relation to Financial Advice in FAA Review Chair 6. Develop overall IFA Marketing Plan that is underpinned by promotion of the Value of Advice from an IFA Member 7. Actively seek opportunities for IFA and / or IFA-identified member comment and articles in mainstream media. 8. Provide members with customisable and relevant articles to use in their own business newsletters, on websites, in local media etc Media Group

3 B. Lead and represent the professional interests of our members to all stakeholders 1. Lobby regularly with the FMA and Regulators such as July 2015 submission to MBIE on FAA Review 2. Survey members on what they need and their business health 3. Maintain Go to status with Regulators / Board 4. Boost engagement with Commission for Financial Capability with view to them being more educated about IFA and Advice 5. Develop annual engagement/service delivery plan for each Premier Business Partner with aim to exceed PBP expectations. 6. Engage on a regular basis with Government and other industry stakeholders and professional bodies 7. Develop Communication and Marketing Plan that provides members and public information they require

4 C. Continue to develop and promote professional standards and practice 1. Deliver a successful and profitable National Advisers Conference in 2016 in cooperation with PAA 2. Deliver four to six practice-based, real business templates and/or tools for members to use to improve their business operations, increase referrals, improve profitability, decrease compliance needs and / or improve client satisfaction 3. Review Disciplinary Policy and Procedures Develop one-page IFA Guidance Note on its Disciplinary Process to present to QFE s providing clear evidence of no conflicts to their internal disciplinary/dispute procedures. Group / AG 4. Map IFA Code of Ethics against Government s Code of Professional Conduct AG 5. Identify any opportunities to strengthen professional relationship between IFA and FPSB 6. Promote that we have a supervision program available to all members 7. Review existing IFA issued Guidance Notes based on relevancy and usefulness to members, amending/updating as needed. Identify new areas/ opportunities to provide IFA-issued Guidance Notes.

5 D. Facilitate professional development along the spectrum of advice and continue to provide, develop and promote professional pinnacle marks that advisers aspire to. 1. Refresh the Professional Development Plan PDC / 2. Review current CPD Policy to tidy up and simplify IFA rules and prepare proposal for November 2015 Council meeting to approve changes PDC / 3. Operate Annual Professional Development programme within budget minimum attendance is achieved at webinars and roadshows. 4. Monitor member CPD to encourage each member to attend at least one CPD event per year 5. Advise members how easy it is to gain required CPD hours and the benefit 6. Prepare and distribute to members a one-page Guidance Note on CPD (IFA vs FMA) 7. Promote the CPD portal to members and provide regular Board updates on effectiveness of IFA-provided CPD and IFA CPD portal 8. Implement auto- reminders to members on CPD progress / achievement / to do s 9. Conduct CPD checks on 5% of members over next 12 months 10. Conduct research on CPD compliance 11. Promote CPIT educational programme as alternative to Massey programme on CFP / CLU educational pathway 12. Re-invigorate Massey re: a tertiary degree by gaining proposal from alternative institution for Financial Planning qualification 13. Further develop, clearly document, articulate and promote the adviser career path to QFE s especially towards pinnacle designations. 14. Develop Estate Planning Designation PDC / AG

6 15. Develop NZ- specific CFP test bank of no fewer than 100 questions by November 2015 AG / Meredith Cornelius AG / 16. Increase NZ CFP test bank to 300 questions by 31 March 2016 Meredith Cornelius 17. Incorporate as appropriate NZ CFP exam into CFP qualifications pathway and promote to members AG / PDC

7 E. Provide useful and cost effective services, facilities and benefits to its members to support best practice 1. Plan annual Member Survey to engage with membership, and actively (and regularly) seek input as to their needs/wants from their professional body. 2. Review existing Professional Indemnity policy offering and options/alternatives for members, and provide report at November 2015 Board Meeting. 3. Prepare a paper to go to Branches about offering a peer review structure and request volunteers 4. Engage Branches by seeking out what branches need/want to increase membership involvement at branch level and develop Branch Plan to present at November 2015 Board Meeting. 5. Review FPA promotional materials, Kiwi-ise key publications and deliver / promote to membership 6. Provide a template for signatures and encourage use. 7. Provide CFP video link details to CFP s and encourage use in signatures and on websites. 8. Provide a template Power Point presentation for CFP / CLU practitioners Why to use them to use with referral sources Meredith Cornelius / 9. Prepare a CFP / CLU re-launch plan for November 2015 Board meeting 10. Review existing IFA issued Guidance Notes based on relevancy and usefulness to members, amending/updating as needed. Identify new areas/ opportunities to provide IFA-issued Guidance Notes.

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