New Zealand Certificate in Financial Services with strands in Financial Advice, Investment, Life and Health Insurance, General Insurance, Residential Property Lending, Personal Lending, Banking, and Trustee Services

Course details

New Zealand Certificate in Financial Services with strands in Financial Advice, Investment, Life and Health Insurance, General Insurance, Residential Property Lending, Personal Lending, Banking, and Trustee Services
NZQF Level 5

About the course

This programme is suitable for people working in or who wish to work in the financial services industry. It will help you advance to specialist roles, and enhance your skills and knowledge in retail and personal services areas of the financial services industry.


Areas of specialisation within the programme include:


  • investment
  • life, disability, and health insurance
  • general insurance
  • residential property lending.
  • It is of particular relevance to those seeking to provide individualised financial advice to meet clients’ personal needs.

When you complete this certificate, you will be able to demonstrate the knowledge and application of:

  • good conduct obligations, including the advice process and the key elements of legal, ethical, and professional obligations
  • key financial institutions, systems, markets, and products/services.
  • key factors in the economic environment that impact participants in the financial services sector.

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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