What financial advisers should be doing now

This information is what you need to consider BEFORE making any decisions about training and / or assessment.

1. Familiarise yourself with the detail contained in each of the proposed unit standards

To further investigate the requirements of each unit standard, you can download each standard set here

Remember that unit standards are technical documents. An explanation of a unit standard is located here

2. Register with ETITO and make sure you have a booking for Standard Set B, also consider any training and assessment options for the Standard Sets you require

To access the ETITO examination system for Standard Set B all financial advisers must be registered with ETITO.