Financial Advice Strand: Advice process manual cover

Financial Advice Strand: Advice process

Applying the Six Step Advice Process and complying with your legislative, regulatory and fiduciary obligations. This is the new benchmark for providing compliant advice. Assessment is via submission of a portfolio of evidence submitted online that is the subject of a competency interview/discussion between an adviser and an assessor.

For more information about the classroom vs assessment-only options, see Choose your pathway for Financial Advice Strand: Advice process.

Notes

Unit standards 25650 25651 25652 25653

Financial Advice Strand: Advice process Pre-assessment masterclass Classroom learning

CPD hours 2.00
NZQA credits 18
Duration 2 Days
$1,977.00 per adviser
Contact us to order this item. Classroom courses are subject to minimum class number requirements. We will contact you when we receive your enrolment application to discuss the best available date and location.

Financial Advice Strand: Advice process Assessment only Online learning

CPD hours 2.00
NZQA credits 18
$1,175.00 per adviser
Contact us to order this item. Note: This option is only available to experienced advisers with active clients and compliant business processes. As a Delegated Assessment Organisation we can undertake your assessment without you having to attend a classroom course. We will organise your assessment booking with The Skills Organisation, and assign you one of our specialist assessors. You simply complete the required documentation and submit it for assessment. There is no training or coaching with this option.