This workshop is for level 5 National Certificate In Financial Services enrolled Students only.
Your competence and the six stage advice model is the heart of compliance, and not just a NZ model, it’s global.
The workshop will demystify the whole evidence process leading you to complete Set C without any nonsense.
The workshop covers:
• Regulation and Professional Practice
• Collecting evidence to prove your competence,
• The financial advice process and gathering information
• Developing and presenting recommendations
• The review process