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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
- This course is one part of the new NZ Certificate Level 5 Financial Advice Strand. In order to complete this strand you must complete this assessment and the assessment relating to the legislation, regulation and Code.
- The fees shown below are inclusive of the Skills Organisation Assessment Fee which Strategi Institute pays to Skills Organisation on behalf of candidiates.
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.