New Zealand Certificate in Financial Services (Level 5)

This certificate is ideal for financial services professionals seeking to advance their skills and knowledge in the finance industry.

About the programme

Already work in the financial services sector and keen to upskill? This programme is designed to help you become an expert with the specialised knowledge, practical skills and proficiency in financial services operations to excel in your field.

Graduates can offer personalised financial advice to clients in various roles based on their specialty area (see below for a list of options). 

Upon completing this online programme you will be eligible for career paths including Insurance Advisor, Technical Specialist and Advisor Support.

Courses

You will study two core courses:

  • The Financial Services Industry
  • The Regulatory Framework

You will then choose your strand or specialty from the following:

  • Investment
  • Life, Disability, and Health Insurance
  • General Insurance (this strand also equips you to advise domestic and small business clients)
  • Residential Property Lending

Cancellation of a programme

Any programme of study, course or course occurrence may be cancelled or postponed where there are insufficient numbers. As far as is practically possible, we avoid cancelling or making other significant changes less than two weeks before the programme starts (or five working days for short courses). If this happens, we will do our best to suggest alternative study options for you. If you don’t want to do the alternative programme, we will give you a full refund. For international students, if a programme change affects your visa status, we will let you know and support you to find an alternative option. We also advise Immigration New Zealand of any programme change that will affect international students.