Financial Advice New Zealand Announces Strategic Partnership With The PAA Legacy Trust To Further Campus

Financial Advice New Zealand (FANZ) is proud to announce a long-term strategic partnership with the PAA Legacy Trust to support further development of Campus, the modern, adviser-led, professional development hub designed to deepen capability across the financial advice profession.

Campus brings together FANZ’s most significant recent initiatives, integrating world-class learning design, global standards, and adviser-driven professional development into a single home. Campus has been designed to meet the evolving needs of advisers and their clients, ensuring the profession is equipped with the tools, knowledge, and support required to deliver high-quality financial advice to New Zealanders.

FANZ has already launched a suite of programmes under Campus as proof-of-concept, including 69 advisers who completed the AI in Advice Certificate, a 12-week executive course helping integrate artificial intelligence into professional practice. Psychology in Practice, an on-demand e-book and video series which forms part of the new behavioural finance knowledge domain CPD requirements introduced globally by the Financial Planning Standards Board (FPSB) and adopted by FANZ last year.

FANZ Chief Executive Nick Hakes says Campus represents a structural shift in how advisers learn, collaborate, and grow.

“Campus is designed to be the beating heart of adviser capability in New Zealand. It brings together world-class executive learning, global professional standards, and the practical, real-life skills advisers need to deliver high quality advice and solve increasingly complex problems for clients in a rapidly changing world”.

The partnership with the PAA Legacy Trust provides certainty for the future, honouring the Trust’s long history of supporting adviser development while building a sustainable and future-focused profession.

Independent Chair of the PAA Legacy Trust, Darrin Franks, says the Trust is proud to support the next generation of advice.

"Following our previous years of support of Financial Advice New Zealand, we’re delighted to strengthen our long-term strategic partnership through the Campus initiative, including five scholarships to the annual National Adviser Conference in 2026. Encouraging early-career advisers to participate in the industry’s premier event and supporting their foundational training is core to our mission. Our legacy is about supporting Financial Advisers and access to financial advice for New Zealanders, making this partnership a sustainable and solid fit”

Mr Hakes says the partnership reflects a deep alignment of purpose and values.

“This partnership is about honouring decades of commitment to adviser education while investing in the advice profession’s future. Together, we are growing the profession and focused on helping more New Zealanders access life-changing advice.”

Campus will begin its phased roll-out in 2026, including new professional designations, expanded executive short-courses, and continued investment in research and capability-building initiatives.

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