Interested in getting qualified in Financial Services?

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We can help you achieve your goals

Are you currently working in the Financial Services Industry in New Zealand and seeking to upskill to become a financial adviser or nominated representative, then the New Zealand Certificate in Financial Services (Level 5), Version 2 is for you.

The Skills programme of learning covers all the regulatory competency requirements to become a recognised financial adviser with New Zealand’s Financial Markets Authority.

All graduates of this qualification will be able to:

  • Apply good conduct obligations in client interactions, including the advice process and the key elements of legal, ethical, and professional obligations.
  • Provide a range of financial advice solutions to clients using knowledge of key financial institutions, systems, markets, and products/services.
  • Provide a range of financial advice solutions using knowledge of key factors in the economic environment that impact participants in the financial services sector.
  • Interpret applicable provisions in the regulatory framework to use when providing Financial Advice and Financial Advice Services.

Students can choose which strands to complete to gain further skills in their specialist fields: Investment; Life, Disability and Health Insurance and Residential Property Lending.

Choose the programme option that fits you!

Classroom Learning
Classroom Learning

This is a face to face learning experience delivered by our training partner, Strategi Institute.

Classroom based learning is more tradtional in style and great for people who are tactile learners that learn through human interaction and writing things down. *

Cost: $2,869.25 (including GST)

Online Facilitated Learning

This option is perfect if you’re unable to attend in-house or public workshops.

It provides you with flexibility to learn online while also giving you valuable support and mentoring and is delivered by our training partner, Strategi Institute.*

Cost: $2,574.85 (including GST)

Online Learning

This option is best suited to people that have considerable industry experience and don’t require learning support. While you will have full access to online course materials, unlike the supported options, there is no support or mentoring, and you will take full control of your study.*

We have two training partners who deliver this option for us: Strategi Institute and Professional IQ College.

Cost: $1,585,85 (including GST)

*Note: Eligibility criteria apply.

Ready to get started?

You must be employed in a relevant position in the Financial Services industry to be eligible to complete your training through Skills. If you are not in the industry, you can enrol directly with our training partners.