The information contained within this Learning unit is specific to the additional evidence and outcomes in the Financial Advice component ((unit Standard 25650-53) of the New Zealand Certificate of Financial Services.
It is not intended to show competency against the unit standards as most AFA’s will have already attained these unit standards previously. It is intended as a professional development course and once the assessment in the bridging programme is complete, serves as evidence of updated knowledge of the Act, the Code and or other legal obligations.
The Financial Advise module includes additional information to allow for accreditation of the following unit standards.
25650 V2 - Steps 1 & 2 of Six Step Financial Advice process
25651 V2 - Steps 3 & 4 of Six Step Financial Advice Process
25652 V2 - Steps 4 & 5 of Six Step Financial Advice Process
25653 V2 - Legislation, Codes of Practice and Fiduciary Issues
Please note standard 26360 - Knowledge of the requirements for authorisation (previously set B) is available as a separate module.
Included is a short study guide and self assessment quiz which will be made available on line via your dashboard to self assess your knowledge.