Financial Advice Strand: Advice Process (Set C)

6 October 2017

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.

Visit the Strategi Institute website for more information: https://www.strategi.co.nz/training/financial-advice-strand-advice-process

Event location

Strategi, 17e Corinthian Drive, Albany, Auckland

Event date/time

Thursday 5 - Friday 6 October, 0830 - 1700

Event contact information

Contact Andrea Massey, 09 414 1300 or email amassey@strategi.ac.nz

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