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  3. Getting prepared for licensing

Getting prepared for licensing

Page last updated: 20 Feb 2019

The changes to how we regulate financial advice in New Zealand mean you may now need a licence if you want to continue providing advice to retail clients. To help you prepare for the changes, we are developing a series of fact sheets and infographics.

Who will need a licence to provide financial advice?

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Who will need a license to provide financial advice

Choosing your pathway in the new financial advice regime

FSLAB pathways for financial advice to retail clients

What it means to be licensed?

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Your obligations as a licensed financial advice provider