The Skills Organisation

National Certificate in Financial Services [Financial Advice]

[Level 5]

 

What is a Standard Set?

A Standard Set is a group of unit standards [or unit standard], within the National Certificate in Financial Services [Financial Advice] [Level 5], which are grouped by topic.

 

What qualification or depth of experience will be recognised?

If you would like to know more details about regulation and authorisation of registered financial advisers, eligibility, qualification equivalency or qualification exemptions you should contact the Financial Markets Authority directly on  0800 434 567, or visit their website http://www.fma.govt.nz/.

You can source information regarding the competency requirements from the Code Committee’s website www.financialadvisercode.govt.nz.

 

Who can I talk to for advice about what Standard Sets I need to complete?

If you would like to know more details about regulation and authorisation of registered financial advisers, eligibility, qualification equivalency or qualification exemptions you should contact the the Financial Markets Authority directly on 0800 434 567, or visit their website http://www.fma.govt.nz/.

Click here to see more details of the unit standards contained in each Standard Set.

 

If I meet the requirements of the Standard Sets, will I attain the qualification?

This depends on which Standard Set you complete, and in particular which specialist Standard Set you complete.

Fulfilling the requirements of Standards Sets A, B, C and D; or Standard Sets A, B, C and E – Residential Property Lending will fulfill the requirements of the qualification.

Fulfilling the requirements of Standard Sets A, B, C and E – Insurance will leave you two credits short of achieving the qualification. By selecting an additional unit standard you can fulfill the qualification requirements.However this additional unit standard is not necessary for authorisation.

 

Why can I only see one unit standard on my record of learning when I believe I have completed all the unit standards contained in that standard set?

First double check if the number of unit standards on your record of learning is different from that in the standard set. The list of unit standards is here. If there is a difference contact your training provider to see why the credits are not showing up on your record of learning.

 

Why can’t I see the standard set on my record of learning from NZQA?

NZQA records all achievement in the form of qualifications and unit standards. A standard set is a group of unit standards [or unit standard], within the National Certificate in Financial Services [Financial Advice] [Level 5] grouped by topic.

When referring to your record of learning from NZQA you need to look for all the unit standard numbers and titles that are contained in a particular standard set.

 

 

I have achieved my qualification but used more than one training provider / DAO. How can I get a certificate?

Individual advisers who have completed the certificate via more than one training provider / DAO can download the application form here. Complete the form and send this, along with a cheque for $20 to The Skills Organisation.


When The Skills Organisation receives the application, a verification request will be sent to NZQA. Once NZQA has verified the qualification completion The Skills Organisation will print the certificate and send it out. The $20 fee covers printing and postage costs, and the NZQA verification charge. If the qualification is not verified by NZQA $15 will be refunded.
 

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