Professional Perception Survey

Financial Advice Profession Survey

The financial advice profession is emerging across ASEAN. What will it look like in New Zealand? This is up to those in the profession and how stakeholders see them. This survey collects the view of New Zealanders currently in the profession and how they are viewed, and wish to be viewed, by clients, partners, and stakeholders.
Which of these best describes your current role in a financial adviser business?*

Practice owner/major shareholder working as a financial adviser in the businessContractor financial adviserNon-practicing owner/major shareholder, i.e., not advising clients directlyExecutive of a financial institutionEmployee financial adviserParaplanner or support roleBusiness development or distribution functionOther
How many years have you been working in the financial advice profession?*

Less than two years2 - 5 years5 - 10 yearsMore than 10 years
Which areas of advice do you work in?*

Life, disability, and health insuranceBusiness / farm insuranceFire and general insuranceMortgage / lendingKiwiSaver / retirement savingsComprehensive Financial PlanningEstate PlanningInvestment and wealth creationBudgeting and cashflow management
Name*

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
How do you think New Zealanders perceive the financial advice profession overall?*

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9

10

1 is No Trust, 10 is Completely Trusted
How do you think your clients perceive you as a financial advice profession?*

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10

1 is No Trust, 10 is Completely Trusted
What is the key difference you provide to your clients to make them feel this way?
What would improve your clients' perception?
Professional Associations in New Zealand

This next section is about your perspectives on professional associations in Aotearoa New Zealand.
Which of the following associations are you currently a member of?*

Financial Advice New ZealandFinancial Planning AssociationInstitute of Financial Professionals New Zealand Inc (INFINZ)Insurance Brokers Association of New Zealand Inc (IBANZ)Supporting Independent Financial Advisors (SIFA)Financial Services Council NZ (FSC)Chartered Accountants Australia & New Zealand (CA ANZ)New Zealand Institute of Chartered Accountants (NZICA)Other
What is the main reason you are currently not a member of a professional association?
Please provide as much details as necessary.
In your opinion, what is the role of a professional association? (Please select all that apply.)*

Professional development and trainingProviding a network and a sense of belonging for its membersSetting and maintaining professional standards/ethicsEnhancing public perception of the professionAdvocacy to Government, regulators and other industry stakeholders on behalf of its membersSupport to understand changes in legislation and regulationsRepresenting the profession in the pressThought-leadership through research, white-papers, and other initiativesConferences and eventsProviding tools and resources for members businessOther
In your opinion, which of the following organisations is most effective in representing the voice of financial advisers? Please select ONE response only.*

Financial Advice New ZealandInstitutute of Financial Professionals New Zealand Inc (INFINZ)Insurance Brokers Association of New Zealand Inc (IBANZ)Supporting Independent Financial Advisors (SIFA)Financial Services Council NZ (FSC)Financial Advice Providers (FAP)PoliticiansNone of the aboveOther
Now, we would like you to think specifically about Financial Advice New Zealand.
Thinking about Financial Advice New Zealand, how likely are you to recommend membership to a friend or colleague?*

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1 is Worst, 10 is Best
What is the reason for your rating?

Which of the following Financial Advice New Zealand initiatives are you aware of?*

Bring in the Experts webinarsOnTrack Learning CurriculumOnline Find an Adviser profileCertified Financial Planner cm and Certified Life Underwriter cm designationsTrusted Adviser designationProfessional Ethics WorkshopProfessional Liability ProgrammeGroup Life and TPD InsuranceRoadshows and other eventsFinancial Advice New Zealand national adviser conferenceFinancial Advice New Zealand AwardsTate ScholarshipRegional Branch MeetingsMember Advisory Committee (MAC)Online Member ResourcesWebinar replaysBusiness Partnership ProgrammePeer-to-Peer Support ServiceLocal Peer-to-Peer Adviser ServiceCFP Awareness CampaignTrusted Adviser CampaignMortgage Adviser CampaignNone of these initiatives

Which of the following do you think best describes the amount of communication you receive from Financial Advice New Zealand?*

Too muchAbout the right amount of communicationTo little communicationDon't receive any communication from Financial Advice New Zealand
Professional Development, Standards, and Training

Now, we would like you to think about professional development and education.
What is your highest qualification you have received relevant to financial advice?

NZ Certification in Financial Services (Level 5)Postgraduate Diploma in Applied FinanceMassey Graduate Diploma in Business Studies (Financial Planning)Massey Bachelor of Business (Financial Planning and Advice)ARA Graduate Diploma in Personal Financial PlanningARA Bachelor of Applied Management in PersonalMasters degreeDoctorate (PhD)Other
What professional designations do you hold?

Certified Financial Planner cmCertified Life Underwriter cmFellow Chartered Financial Practitioner (FChFP)Chartered Financial Consultant (ChFC)Chartered Financial Analyst (CFA)Other
In your opinion, how important is it for financial advisers to have a professional designation (e.g., CFA, CFP)

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1 is Not at all important, 10 is Extremely important
How can Financial Advice New Zealand help you become a better adviser?
How can Financial Advice New Zealand help you in your career?
What if anything, would make you consider joining Financial Advice New Zealand?
Finally, we are going to ask you some questions which will enable us to analyse the survey.
How would you describe your gender?

FemaleMaleAnother genderPrefer not to say
Which age group are you in?

Under 25 years26 - 34 years35 - 44 years45 - 54 years55 - 64 years65+ years
What is your postcode?
Are you happy for us to contact you to discuss your answers further?

YesNo
Would you like to receive information about Financial Advice New Zealand?

YesNo
Thank you!

Thank you for taking the time to complete the Professional Perception Survey. Your feedback is very important to Financial Advice New Zealand.

We will place all entries received before 19 April 2024 into a draw to win a $100 Prezzy Gift Card and will contact the winner on or before 26 April 2024. The prize will be drawn randomly from the entrants names and can not be exchanged for cash or another item.
Should be Empty:

	Poor	1	2	3	4	5	6	7	8	9	Strong	Don't know
Advocacy to government, regulators, and other industry stakeholders
Professional development and training
Providing a network and sense of belong for its members
Representing the profession in the press
Industry leadership through research, white papers, and other initiatives
Conferences and events
Setting and maintaining professional standards
Enhancing public perceptions of the profession

	Not at all relevant 0	1	2	3	4	5	6	7	8	9	Extremely relevant 10	Don't know
OnTrack Learning Curriculum
Online Find an Adviser profile
Certified Financial Planner cm and Certified Life Underwriter cm designations
Trusted Adviser designation
Professional Ethics Workshop
Professional Liability Programme
Group Life and TPD Insurance
Roadshows and other events
Financial Advice New Zealand national adviser conference
Financial Advice New Zealand Awards
Tate Scholarship
Regional Branch Meetings
Member Advisory Committee (MAC)
Online Member Resources
Webinar replays
Business Partnership Programme
Peer-to-Peer Support Service
Local Peer-to-Peer Adviser Service
CFP Awareness Campaign
Trusted Adviser Campaign
Mortgage Adviser Campaign
None of these initiatives

Financial Advice Profession Survey

Professional Associations in New Zealand

Now, we would like you to think specifically about Financial Advice New Zealand.

Professional Development, Standards, and Training

Thank you!