State of the nation - Chairmans address to Institute of Financial Advisers

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…