Strategi Institute's Financial Advice Strand Part 2/Set C Classroom Course
23 March 2017
Applying the Six Step Advice Process and complying with your legislative and regulatory obligations.
This is the new benchmark for providing compliant advice.
This 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.
NOTES: This course is one part of the new Level 5 New Zealand Certificate Financial Advice strand. In order to complete this strand you must complete this assessment and the assessment relating to the legislation, regulation and Code (Set B).
The fees shown below are inclusive of the Skills Organisation Assessment Fee which Strategi Institute pays to Skills Organisation on behalf of candidiates.
Event location
Strategi Institue Building E 17 Corinthian Dr Corinthian Office Park Albany AucklandEvent date/time
23-24 March 2017, 8:30am-5:00pmEvent contact information
Contact Andrea Massey, amassey@strategi.ac.nz or (09) 414 1300
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