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Course details

New Zealand Certificate in Financial Services (Level 4)
NZQF Level 4

About the course

Advance your career in the financial services industry with our New Zealand Certificate in Financial Services.

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.

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.

About the provider

Open Polytechnic is New Zealand's leader in online and distance learning.

What’s our distance learning difference? It’s the almost 30,000 students who join us each year to study and achieve their career and personal goals.

It’s Open Polytechnic being New Zealand’s specialist distance learning provider for over 70 years. 


All our students study by distance.

Distance learning is what we do.


Our programmes are designed exclusively for distance learning. Our online courses include a range of rich content to engage you – readings, videos, interactive elements, case studies, quizzes and activities, and forums.


Our academic staff are experts at teaching by distance learning. It’s what they do.

They will be with you every step of the way to encourage you, and ensure you understand the course content. They will help you gain the skills and knowledge you need, so that you can succeed.


If you need other support or help, we’ve got a range of people here for you. 

With Open Polytechnic, you’re not alone.

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