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The New Zealand Certificate in Financial Services (Level 5) is the qualification you need to meet the legal requirements for giving financial advice in New Zealand. It is delivered by distance, so if you’re already working in the industry, you won’t need to give up your job to get ahead in your career. Areas of specialisation within the programme include investment, insurance (life and health), Insurance (general), residential property lending advice or Financial Advice.
Find out about the legal and competency requirements for giving financial advice (Code Committee website, opens in new window)
For each credit, allow about 10 hours of study. This may be higher near assessment due dates.
To qualify as an Authorised Financial Advisor, candidates must complete the Financial Advice Strand plus one other strand, with a combined total cost between $2,730 and $2,880. See the Choose Courses tab for more information.
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 suitable for individuals who are working in or who wish to enter the financial services industry. It is an appropriate qualification for those seeking to advance to specialist roles and/or enhance their skills and knowledge within retail and personal services areas of the financial services industry.
The Financial Advice strand is of particular relevance to those seeking to provide personalised financial advice. Graduates will be capable of self-management in roles in: Financial Advice; Investment; Life and Health Insurance; General Insurance or Residential Property Lending
Once you have completed the certificate you will be able to demonstrate the knowledge and application of:
In addition, depending on which elective set you study, you will be able to demonstrate competence in:
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.
Every course is assessed differently - some require assignments and others exams. Check the individual course pages for more information.