Advice Process strand| Online facilitated learning (Strategi Institute)
22 October 2020
Applying the Six Step Advice Process and complying with your legislative, regulatory and fiduciary obligations. This is the 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. Refer to our Level 5 study programmes for information on programme bundles that include the Financial Advice Strand. Notes This course is one part of the 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 are inclusive of the Skills Organisation Assessment Fee which Strategi Institute pays to Skills Organisation on behalf of candidates. Financial Advice strand: Advice process strand is only apart of the NZCFS (Level 5) V1
Event location
Online facilitated learning via ZoomEvent date/time
9 am - 11 am each dayEvent contact information
Phone: 09 414 1300
Email: support@strategi.ac.nz
Download this event in iCalendar format (for Outlook, iCal, etc)
