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

We are part of Te Pūkenga

When you apply to study with Otago Polytechnic, you will be enrolled with Te Pūkenga, the new national network of vocational and applied education in Aotearoa New Zealand. You will learn in the same way, in the same place, and with the same people, and you will graduate with a Te Pūkenga qualification.

Disclaimer

While every effort is made to ensure that this sheet is accurate, Otago Polytechnic reserves the right to amend, alter or withdraw any of the contained information. The fees shown in this document are indicative only. Both domestic and international fees are subject to change and are dependent on the development and implementation of Government policies. Please note that additional fees may from time to time be required for external examination, NZQA fees and/or additional material fees.