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Regarding to skill assessment

Discussion in 'Financial Planning Study Group' started by johnluo721, 25th May, 2010.

  1. johnluo721

    johnluo721 Active Member

    Joined:
    9th Feb, 2009
    Posts:
    28
    Location:
    sydney
    Hi

    I recentlty completed all my four course of DFS(finally :D). Now I need one more skill assessment to go, I notice there are number of options for me to do it.
    My situation is I currently working in the retail banking and have a senior financial planner in the branch. I completed my training for financial service cetificate 3. what's the best option for me?
     
  2. 888

    888 Member

    Joined:
    18th Jun, 2010
    Posts:
    7
    Location:
    Perth, WA
    If the financial planner is RG146 compliant I would have them act as the assessor for the role play - that's what I'm going to do - otherwise if you have had 5 yrs out of past 8yrs experience in the industry, I think you can get out of doing the role play - your work place will need to sign something.