1. 2009 Standard Set A and C courses are recognised by ETITO with a nominal Gap Assessment required for pre 2009 Adviserlink courses to new unit standards in the National Certificate
Adviserlink Qualification Pathway
National Certificate in Financial Services (Financial Advice) (Level 5)
Standard Set A
NZFS Industry Essentials (2 days / 15 UC’s)
Unit Standards: 25642, and 24755
Investment Stream (Set D)
Insurance Stream (Set E)
Mortgage Stream (Set E)
Fundamentals of Investment
(2 days / 10 UC’s) Unit Standard: 25648
Personal Risk Managements
(2 days / 5 UC’s) Unit Standard: 25644
Mortgage Essentials
(1 day / 5 UC’s) Unit Standards: 26286
Investment Advice (1 day / 7 UC’s)
Unit Standard: 25649
Life Insurance Advice (1 days / 5 UC’s)
Unit Standard: 25645
Residential Property (2 days / 8 UC’s)
Unit Standards: 26287
Business Financial Solutions
(1 day / 5 UC’s) Unit Standard: 25645
Health Insurance (1 day / 5 UC’s)
Unit Standard: 25646
Fire & General Insurance (1 day / 5 UC’s)
Unit Standard: 25647
Capstone B & C
Capstone B - Knowledge of the Code (1 day / 5UC’s)
Unit Standards: 26360
Capstone C - Professional Practice (1 day / 18UC’s)
Unit Standards: 25650, 25651, 25652, 25653
Note: Excludes ETIT0 Fees