New Zealand Certificate in Financial Services (Level 4)

Qualification code OP2247

Advance your career in the financial services industry with the New Zealand Certificate in Financial Services. This nationally recognised qualification will give you a broad understanding of the financial services industry to assist you in current or future roles within banking or insurance.

Sasha Bain Big

Sasha Bain - loans processing manager and NZ Certificate in Financial Services  graduate

  • Level 4  
    Credits 60 
  • Workload

    For each credit, allow about 10 hours of study. This may be higher near assessment due dates.

  • Study type Open  
  • Cost $2,192 NZ Domestic

    Approximate cost for the full qualification based on 2018 fee information, not including annual administration fees, fee increases, textbooks, course materials or external exam fees.

  • Student loan

    Eligible for student loans, if you meet the criteria. Student loans and eligibility

For information about selecting courses to study towards this qualification, check out the Choose courses tab.

This qualification is made up of 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. You can choose to study both courses if you would like to achieve both of the insurance and banking strands. 

Once you've achieved 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.

Banking strand:

  • lending principles, account structures, personal and home lending options.

Insurance strand:

  • insurance product options
  • factors which determine the availability, price and terms and conditions 
    of insurance products
  • personal risk management.

Further study

We offer a range of business qualifications which may interest you. 

Study options for NBFCCT Members

Are you ready to make an investment in your future?

If you’re a National Building Financial Capability Charitable Trust (NBFCCT) member and have achieved a Certificate of Competency in Budget Advising, you can study towards the Personal/Family Budgeting strand of this nationally recognised certificate with Open Polytechnic.

All you need to do is study three compulsory courses which are listed under the Enrol in courses tab below. Once you’ve completed the courses, you can then apply to have your Certificate of Competency in Budget Advising cross-credited towards FSC415 New Zealand Family Budgeting Advice, which means you won’t need to study the course. There is an $85.00 administration fee for the credit transfer.

Do you want to learn more about personal and family budgeting?

The Personal/Family Budgeting strand is not currently available to non NBFCCT members or NBFCCT members who do not have a Certificate of Competency in Budget Advising.

If you’d like to find out how to become an NBFCCT member and study towards their Certificate in Competency in Budget Advising, call them on +64 4 471 1420 or check out their website.


Key dates

Our open courses are open for enrolment every month. Each open course starts on the first Monday of the month you choose for enrolment. You must complete your study within the given start and end dates.

See key enrolment dates

Assessment and exam

All courses are internally assessed with no examination.

Assessment information

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