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FMA Stories

Welcome to FMA Stories, the online home for FMA news, views, articles and content.   Check out the articles below and follow us on LinkedIn for more.  

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Found 36 results. Displaying page 1 of 2

    14 September 2021

    The Goldilocks dilemma (or how to choose the FAP full licence class that’s just right)

    One of the first big decisions you need to make is which type of FAP full licence is right for you, as this determines some of the things you need to think about now, and have in place, in support of your full licence application. On this page Derek Grantham, Principal Consultant, Market Engagement at the FMA talks about your options.

    https://fma.cwp.govt.nz/news-and-resources/fma-stories/the-goldilocks-how-to-choose-the-fap-full-licence-class-thats-just-right/

    11 August 2021

    Get your full licence in 2021 – it could be the best business decision you’ll make

    Financial advice providers have had a lot on their plate recently so it’s not surprising that some transitional licence holders have been slow to turn their mind to full licensing. But as someone who’s worked closely with the sector for the last 10 years, I believe there are clear benefits to getting the job done early. And it’s not for the reasons you may think.

    https://fma.cwp.govt.nz/news-and-resources/fma-stories/get-your-full-licence-in-2021/