Mid year presentation to Institute of Financial Adviser members updating them on the Institute's activities and plans, by Tony Vidler

1. State of The Nation
Institute Update – July 2012

2. Why we exist
Purpose
Excellence, Beyond Competence
Vision
To be the recognised as the professional body for
financial advice in New Zealand
Mission
To help our members reach their full potential to
deliver professional, quality financial advice
to New Zealanders

3. The story so far
• Transition largely
completed
• Infrastructure &
positioning
• Practical
assistance
delivered

4. The story so far
• Stakeholder
relationships
• Professional
Development
platform
• Over 470 CFPCM
and/or CLU

5. Where are we today?
• 1100 x Professionals
• Premier & Professional
Business Partners
• CFPCM & CLU enshrined
• Strong alliance with
FPA Australia, and
FPSB
• Setting the standards

6. Where are we today?
• Excellent governance
& staff
• Strongly committed
members
• 13/16 professional
body points
• Perfect positioning
• Unique opportunity
• Clear Vision

7. Where are we going?
• We are going to a
whole new world
• We are not the first to
go there

8. 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

9. How will we get there?
1.Demonstrate
professional
leadership
2.Attract & excite
professional
advisers
3.Develop our
brand

10. We are MAKING the Game
World class
thought
leadership….
That others will
follow…