L5 Bridging - Core Knowledge

L5 Bridge Core
6.00 CPD Points
$304.00 +GST Retail
$257.00 +GST Learning Partner

Learn Module Detail

The information contained within this Learning unit is specific to the additional evidence and outcomes in the new Core Knowledge component of the New Zealand Certificate of Financial Services.

This module will provide you with additional knowledge over and above the previous National Certificate in Financial Services Level 5. 

Completion of this module will provide evidence to the FMA that you are proactive in updating your knowledge.

On completion you can also Enrol and apply for recognition of prior learning of your previous NCFSL5 qualification or other similar industry qualification for accreditation of the New NZ certificate.

The Core Knowledge module includes additional information to allow for accreditation of the following unit standards. 

28363 - Financial Services Best Practice and Professionalism

28364 - Regulatory Environment

28365 - Research and Analysis Processes

28366 - The Economic Environment and Financial Markets

Assessment for this bridging programme is comprised of an online multi choice exam of 48 questions. To successfully complete this part of the assessment, you will need to achieve 80% percent overall. A discussion with the tutor will be required in respect of any incorrectly answered questions.

In addition to the multi choice exam, you are also required to provide some short answers and also a portfolio of documentary evidence. The documentary evidence requires you to have your supervisor or other appropriate person to verify that the work submitted is your own.

All of the documents required for assessment and subsequent application for prior learning will be made available on your dashboard following purchase.


  • Review tax requirements nad obligations
  • Up skill your best practice knowledge and disclosure requirements
  • Explore up to date legislation issues
  • Review market roles and interelationships
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