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Bridging Programme Timetable

The following table shows the level of assessment work required for our Level 5 Bridging Programme.

The time taken to complete each bridging programme, a maximum time frame of 90 days applies to all of these enrolments. 

If you are struggling to meet these time frames we can arrange an extension on request - find out more here.....


Core Knowledge

For Advisers wanting to up skill in respect of best practice and professionalism. focuses on the difference between

the old L5 Qualification and the New.

 28363
Financial Services Best Practice and Professionalism     4 multi choice + 2 short answers
 28364 Regulatory Environment 30  multi choice + 1 short answer
 28365 Research and Analysis Processes 1 task and evidence based assessment
 28366  The Economic Environment and Financial Markets 14 multi choice 
   
Financial Advice 28350-53
For Advisers looking to upgrade their knowledge of the changes between the old Set C and the New FMA code requirements. 
 28350 Steps 1 & 2 of Six Step Financial Advice process
These Unit Standards are Assessed by 
 28351 Steps 3 & 4 of Six Step Financial Advice Process
submission of documentary evidence.
 28352 Steps 4 & 5 of Six Step Financial Advice Process
If you have completed Set C previously
 28353 Legislation, Codes of Practice and Fiduciary Issues
no further Assessment is required.
   
Financial Advice 26360
For Advisers looking to improve their knowledge of the changes between the old Set B and the New FMA code requirements. 
 26360 What it Takes to comply with the Act
This Standard is assessed by skills online. 
  If you have Completed Set B previously
    no further Assessment is required.
Investment
For Advisers looking to bridge the gap from the old Set D and the new NZCFS L5 Investment strand.
 28375 Investment Concepts and the Regulatory Environment
14 Multi choice questions
 28376 Investment Assets and Objectives
6 Multi choice + one short answer 
 28377 Investment Analysis Techniques
4 Multi choice  + one short answer
     
 Personal Risk (Life and Health)
 Upgrade your knowledge from the old National L5 Life ins strand to the new NZ L5 Personal Risk (life & health) strand
 28371 Insurance Concepts and Principles  3 Multi choice  + one short answer
 28372 Legislation, Regulations and Codes of Practice  9 Multi choice  + one short answer
 28373 Products  Maps to 25644/45
 28374 Product Application and Review Process   9 Multi choice  + one short answer
     
 General Risk (Insurance)
 Upgrade your knowledge from the old National L5 Fire & General strand to the new NZ L5 General Insurance strand
 28367 Insurance Concepts and Principles   2 Multi choice
 28368 Legislation, Regulations and Codes of Practice  one short answer
 28369 Products  Maps to 25644/45
 28370 Product Application and Review Process   9 Multi choice  + one short answer
     
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Level Five, 280 Queen Street, Auckland Central 1010

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