New Zealand Certificate in Financial Services (Level 4)
OP2247
Closed to new enrolmentsAdvance your career in the financial services industry with our New Zealand Certificate in Financial Services.
Availability
Our qualifications are delivered on either a Trimesterised or Open basis.
- Trimesterised qualifications have courses available to enrol in and study over set periods, three times a year - Trimester 1, 2 or 3.
- Open qualifications have courses available to enrol in and study every month throughout the year. Courses start on the first Monday of the month you select for enrolment.
Cost
- Course costs can be found on all course pages. The fees may increase annually.
- Qualification cost – to give you an idea of how much a qualification may cost in total over the duration of your studies, an approximate cost is provided for many of our qualifications. This is based on the required number of courses to complete the qualification and the average cost of those courses. It does not include annual administration fees, text books and course materials or external exam fees, and is subject to annual course fee increases.
Credits
Courses are assigned credits depending on how much time and effort is needed to complete their learning outcomes. In general, each credit represents approximately 10 hours of study time.
Delivery method
- Online – The course materials for online courses are delivered in an online format and all assignments are submitted online.
- Mixed – These courses are delivered using a mix of online and paper based course materials. This may include receiving paper course materials, submitting assignments online, or being required to participate in online forums and learning activities.
- Print Only - The course will be delivered using paper based courses materials, and assignments may need to be submitted in hard copy rather than online. This will depend on the course.
Whether courses are delivered online, on paper or a mixture of both, there may also be components such as workshops, noho marae, work experience and practicum to participate in. To find out what your course involves check the course information page.
EFTS
EFTS stands for equivalent full-time student. An EFTS is the study time required for each course and is used by the Tertiary Education Commission to decide if a course is part-time or full-time.
One year of full-time study is generally between 0.8 and 1.2 EFTS.
Level
You can tell how hard a course or qualification is by the level it is set at:
- Levels 1-4 are about the same as secondary school and basic trades training.
- Levels 5-7 are the same as university study.
Prerequisites
- Prerequisites are courses that must be completed before another course can be studied.
- Co-requisites are courses that can be studied at the same time as another course.
If a course has a specific prerequisite or co-requisite course, it will be listed on the course page under the title 'Prerequisites'. If no courses are listed, check the entry and other requirements under the qualification you are studying for. Some courses require you to have studied at a particular level prior to enrolling.
Student loans
Not all qualifications or students are eligible for student loans. You will need to meet criteria such as studying a minimum number of credits over a specific study period. It is up to you to apply for a student loan via StudyLink - Open Polytechnic does not do this for you.
Information about student loans and eligibility
Study type
Our qualifications are delivered on either a Trimesterised or Open basis.
- Trimesterised qualifications have courses available to enrol in and study over set periods, three times a year - Trimester 1, 2 or 3. Some courses may not be available every Trimester, and some may run longer than the standard 16-18 week period.
- Open qualifications have courses available to enrol in and study every month throughout the year. Courses start on the first Monday of the month you select for enrolment.
Teaching weeks
Teaching weeks is the number of weeks that we teach a course. This differs from the enrolment period, which is based on the course start and end dates.
For example, a 20-week enrolment period will have 16 teaching weeks, followed by four weeks to accommodate marking, any extensions and reassessments, or exams.
Workload
The workload estimate given on a course page is calculated like this:
Number of credits x 10, divided by the number of teaching weeks for the course. The hours will be rounded up to nearest whole number.
Please note, this is a guide only. You may need more or less time for study, and you may also need to do more hours during assessment due dates or exams times.
-
Level4
-
Credits60
-
Study type
-
Cost$2,322 NZ Domestic
Not including any course materials or external exam fees.
-
Student loan
This programme can only be studied part-time. It is not eligible for course-related costs, living costs or student allowances from StudyLink.
This qualification will give you a broad understanding of the financial services industry.
It will assist you if you already work in banking or insurance, or aim to get into either of these areas.
This qualification has two strands within banking and insurance. To achieve the qualification you need to study:
- three courses about the financial services industry, and
- either the banking or insurance course.
Closed to new students
OP2247 New Zealand Certificate in Financial Services (Level 4) is closed to new student enrolments.
Current students
If you were already enrolled in OP2247 New Zealand Certificate in Financial Services (Level 4) on or before June 2021, you can continue to enrol in your next course as normal to complete this programme.
Please note you must be enrolled in your last course by April 2022 and successfully complete all courses that make up the programme by December 2022 to be awarded the qualification.
We will be in contact with you shortly with more information. If you have any questions please contact us.
You can study both of these courses if you want to achieve both strands.
What you will learn
When you complete this qualification, you'll know about:
- the New Zealand financial services environment
- financial services legislation, regulations and codes of practice
- services and products available across the financial services industry.
In the banking strand you will learn about:
- lending principles, account structures, personal and home lending options.
In the insurance strand you will learn about:
- insurance product options
- factors which determine the availability, price and terms and conditions of insurance products
- personal risk management.
Study pathways
We offer a range of business and management qualifications if you want to take your studies further.
See our business and management qualifications
Study options for NBFCCT Members
Are you ready to make an investment in your future?
You can study towards the personal/family budgeting strand of this certificate if you are a:
- FinCap member, and
- have achieved a Certificate of Completion in Financial Mentoring.
All you need to do is:
- complete the three compulsory courses in this programme (see the 'Choose courses and apply' tab)
- you then need to have your Certificate of Completion cross-credited towards FSC415 New Zealand Family Budgeting Advice. This means you don’t need to study that course.
Note
The Personal/Family Budgeting strand is not currently available to:
- non FinCap members
- FinCap members who do not have a Certificate of Completion in Financial Mentoring.
Learn more about personal and family budgeting
If you’d like to find out how to become an NBFCCT member and study towards their Certificate in Competency in Budget Advising contact them by phone or visit their website:
- +64 4 471 1420
- NBFCCT website.
Availability
Our qualifications are delivered on either a Trimesterised or Open basis.
- Trimesterised qualifications have courses available to enrol in and study over set periods, three times a year - Trimester 1, 2 or 3.
- Open qualifications have courses available to enrol in and study every month throughout the year. Courses start on the first Monday of the month you select for enrolment.
Cost
- Course costs can be found on all course pages. The fees may increase annually.
- Qualification cost – to give you an idea of how much a qualification may cost in total over the duration of your studies, an approximate cost is provided for many of our qualifications. This is based on the required number of courses to complete the qualification and the average cost of those courses. It does not include annual administration fees, text books and course materials or external exam fees, and is subject to annual course fee increases.
Credits
Courses are assigned credits depending on how much time and effort is needed to complete their learning outcomes. In general, each credit represents approximately 10 hours of study time.
Delivery method
- Online – The course materials for online courses are delivered in an online format and all assignments are submitted online.
- Mixed – These courses are delivered using a mix of online and paper based course materials. This may include receiving paper course materials, submitting assignments online, or being required to participate in online forums and learning activities.
- Print Only - The course will be delivered using paper based courses materials, and assignments may need to be submitted in hard copy rather than online. This will depend on the course.
Whether courses are delivered online, on paper or a mixture of both, there may also be components such as workshops, noho marae, work experience and practicum to participate in. To find out what your course involves check the course information page.
EFTS
EFTS stands for equivalent full-time student. An EFTS is the study time required for each course and is used by the Tertiary Education Commission to decide if a course is part-time or full-time.
One year of full-time study is generally between 0.8 and 1.2 EFTS.
Level
You can tell how hard a course or qualification is by the level it is set at:
- Levels 1-4 are about the same as secondary school and basic trades training.
- Levels 5-7 are the same as university study.
Prerequisites
- Prerequisites are courses that must be completed before another course can be studied.
- Co-requisites are courses that can be studied at the same time as another course.
If a course has a specific prerequisite or co-requisite course, it will be listed on the course page under the title 'Prerequisites'. If no courses are listed, check the entry and other requirements under the qualification you are studying for. Some courses require you to have studied at a particular level prior to enrolling.
Student loans
Not all qualifications or students are eligible for student loans. You will need to meet criteria such as studying a minimum number of credits over a specific study period. It is up to you to apply for a student loan via StudyLink - Open Polytechnic does not do this for you.
Information about student loans and eligibility
Study type
Our qualifications are delivered on either a Trimesterised or Open basis.
- Trimesterised qualifications have courses available to enrol in and study over set periods, three times a year - Trimester 1, 2 or 3. Some courses may not be available every Trimester, and some may run longer than the standard 16-18 week period.
- Open qualifications have courses available to enrol in and study every month throughout the year. Courses start on the first Monday of the month you select for enrolment.
Teaching weeks
Teaching weeks is the number of weeks that we teach a course. This differs from the enrolment period, which is based on the course start and end dates.
For example, a 20-week enrolment period will have 16 teaching weeks, followed by four weeks to accommodate marking, any extensions and reassessments, or exams.
Workload
The workload estimate given on a course page is calculated like this:
Number of credits x 10, divided by the number of teaching weeks for the course. The hours will be rounded up to nearest whole number.
Please note, this is a guide only. You may need more or less time for study, and you may also need to do more hours during assessment due dates or exams times.
-
Level4
-
Credits60
-
Study type
-
Cost$2,322 NZ Domestic
Not including any course materials or external exam fees.
-
Student loan
This programme can only be studied part-time. It is not eligible for course-related costs, living costs or student allowances from StudyLink.
We're here to help you - enquire with us now
Contact us for advice about our OP2247 : New Zealand Certificate in Financial Services (Level 4) (Closed to New Enrolments) qualification.
Got a question about this qualification? Ask an advisor by filling in the form below.
New Zealand Certificate in Financial Services (Level 4)
OP2247
Closed to new enrolmentsThanks. We've received your message and will get in touch soon.
-
Overview
Please wait...
-
Entry requirements
Please wait...
-
Choose courses and apply
Please wait...