The aim of CoFI is to ensure that financial institutions and their intermediaries treat consumers fairly. To comply with CoFI, banks and insurers in New Zealand must focus on good customer outcomes and have systems and controls in place to identify, manage, and remedy conduct issues. It is critica

As the world of work continues to evolve, the need for ongoing education and professional development has never been greater. Private Training Establishments (PTEs) like [Professional IQ College](https://professionaliq.co.nz/) (PTE for financial services) and training organizations are at the foref

Good record keeping is crucial for any business, as it allows for efficient management and compliance with regulations. The use of digital platforms, such as TeamsPlus, for record keeping, provides a streamlined and secure method for keeping track of important information. One key aspect of record

Professional development is essential for financial advisors and financial advice providers (FAPs) to keep up with the ever-changing financial landscape and to provide their clients with the best possible advice. In New Zealand, it has now become a regulatory requirement for financial advisors and F

[TeamsPlus](https://teamsplus.co.nz/) is a cutting-edge SAAS platform that helps companies automate their continuous professional development (CPD) process. This innovative solution eliminates the need for manual course management and allows companies to set up annual automation of their training pr

Financial institutions play a vital role in the economy by providing a range of services, including lending, investing, and facilitating financial transactions. It is important for these institutions to ensure that their intermediaries, such as financial advisors and brokers, have good personal deve

[TeamsPlus](https://teamsplus.co.nz/) is a streamline software platform that is the complete solution for professional development, competencies and compliance in regulated industries. With its easy-to-use self-service sign-on, getting started with TeamsPlus is now easier than ever. Financial advice