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.
Domestic
July
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.
International
July
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 chosen (see below for a list of options).
Upon completing this programme you will be eligible for career paths including Insurance Advisor, Technical Specialist and Advisor Support.
What You Study
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
Workload
Workload
You will need to set aside approximately 10-12 hrs per week , including scheduled online classes.
Entry
Entry requirements
Academic requirements
- Minimum 8 NCEA Level 2 credits in English (4 in writing, 4 in reading), or be able to demonstrate equivalent knowledge or skills.
- For those over 20 who do not meet the entry requirements, you will be eligible to be enrolled where your previous educational, work or life experience indicate that you have a reasonable likelihood of success.
English language requirements
- If English is not your first language, you must provide:
- New Zealand University Entrance, or
- Overall IELTS 5.5 (academic, no band score lower than 5.0) achieved in one test completed in the last two years, or
- Acceptable alternative evidence of the required IELTS (see here for internationally recognised proficiency tests and proficiency outcomes for international students).
If you need to improve your English Language skills, we offer a wide range of English programmes.
Fees
Domestic fees
International fees
Tuition fees
The tuition fees shown above are approximate only. There may be a slight fee increase per year once Tertiary Education Commission (TEC) rules and guidelines are applied.
Studylink
Domestic full-time students can apply for a student loan through Studylink.
Some support may be available for domestic part-time students if this programme offers a part-time study option.
Apply at the same time as you apply for your course (you can withdraw your application anytime).
Student Services Fee
For most students, your tuition fee shown above includes a Student Services Fee – also known as the Student Levy. This compulsory fee covers your access to the student services we offer. This cost is tailored depending on how you're studying.
The international tuition fee does not include your Student Levy. This will be calculated when you enrol with us.
Fees Free
The Government has announced that Fees Free for the first year of study or training will finish at the end of 2024. A final-year Fees Free policy will replace it, starting from 1 January 2025.
If you are a first-time tertiary learner in 2025, you may be able to get Fees Free for your final year of study or training. If you are eligible, you will need to apply for your entitlement through IRD from 2026 onwards.
For more information about the transition from first-year Fees Free or the final-year Fees Free policy, visit FeesFree.govt.nz.
Study Grants for international students
We have a range of Study Grants to support our international students.