• Level 5
  • 15 Credits
  • 0.125 EFTS
  • Delivery type:
    Online
  • Course duration: 16 weeks
  • Course cost:
    $549 NZ Domestic
    $1,372 NZ International
  • Workload - Approximately 10 hours per week
  • Availability
    Monthly course availability for upcoming periods
    Not available
    Oct
    2027

This online financial services course is designed for people working in or who wish to enter the financial services industry.

It will give you contextual knowledge for specialist roles within retail and personal services areas of the financial services industry. You will be able to apply understanding of the New Zealand financial services industry in terms of its products, markets, systems, participants and connection with the economic environment.

For more information watch the course introduction video below.

 

What you will learn

Students who successfully complete this online course will be able to:

  • Recognise appropriate products/services, financial institutions, systems, markets and economic factors that influence financial advice.
  • Evaluate the suitability of common products/services to meet client needs.
  • Describe financial markets and systems, including the specific roles of key market participants.
  • Analyse how key factors in the economic environment impact participants in the financial services sector.

Assessment

This course is 100% internally assessed.

Textbooks

No textbooks are needed for this course.

Computer and internet requirements

This course is delivered online, so you will access your course material and submit assessments online. Our online courses may include reading, videos, quizzes or activities, and you may need to download content.

For online learning you need:

  • Access to a laptop or desktop computer
  • Reliable internet and data plan.  

If you are unsure if your current computer, Windows or internet access will allow you to study online, please contact us before applying to enrol. 

Find out more about online learning 

How to enrol

Before enrolling in this course you need to:

  • choose the qualification you will study the course under
  • check the order that courses in the qualification should be studied in the Qualification Structure table. This is in the Choose courses and apply tab on the qualification page.

How to apply

Apply to study a programme

You can study this course as part of any of the programmes listed below.

Click on a tile to go the programme information, including the entry requirements and how many courses you'll need to do to complete the programme.

From there you click 'Apply now' and start your study journey.