This module provides study material for the unit standards 25650,25651,25652,25653 which outlines the application of the six step financial
advice process method used to provide professional client service. (NZQA 25 Credits)
This module is compulsory for Authorised Financial Advisers (AFA) and
is equivalent to Advice Process of the National Certificate of
Financial Services Level 5.
1 study guide is provided across all unit standards within this
module. Unit standards 25650-25653 are assessed using evidence based
This means actual workplace examples of clients are used to
demonstrate that you can put into practice the learning contained within
the study guide.
Assessment documents are required to be submitted directly to the Skills Organisation. You can find out more about the skills organisation assessment process here.
The costs for Skills assessment are included in our pricing below.
Approximate time frames for this module is around 4 months.