September 2024

$60,000 Grant for OnTrack Learning Management System to Benefit FANZ Members

Two years ago the Trust provided Financial Advice New Zealand (FANZ) a $20,000 grant towards the investigation and then implementation of the Kaplan Learning Management System (LMS) for members to access and record their continuing professional development. 

Now known as OnTrack, the progress & uptake by FANZ members of the LMS has been very positive with over 500 registered users. 

As a result of the discussions and review with FANZ the Trust has now committed to a grant of a further $60,000 spread over 2 years to support the ongoing provision of this important tool to members being included as part of their FANZ membership.  As part of this the Trust’s support of OnTrack is also now more visible to members logging in.

Access to and recording of their continuing professional development is a vital component for all individual Financial Advisers in the regulatory environment and this initiative aligns well with the PAA Legacy Trust objectives.