Adviser with clients

Financial Advice Strand

The Financial Advice Strand covers the application of the financial advice process to provide professional client service. It also includes the fiduciary responsibilities, legislation, regulations and professional codes that are of particular relevance to the provision of professional client service and financial advice.

This Strand is suitable for those wishing to become authorised financial advisers, for whom this strand is a regulatory requirement.

The Financial Advice Strand is divided into two parts – Legislative framework and Advice process. We offer these courses separately via online, distance and classroom learning. Our NZCFS programme bundles include the online courses for the Core, Financial Advice and other specialist strands: