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

The purpose of this qualification is to provide the financial services industry with individuals who have specialist operational and theoretical knowledge and skills in financial services.

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; Residential Property Lending; Personal Lending; Banking; Trustee Services.

About the provider

Based in Auckland, New Zealand, Professional IQ College is one of New Zealand’s leading providers of education and training for those working in the insurance and financial services industries.

Originally established in 2011 as IBANZ College Ltd, (now Professional IQ College Ltd), we deliver NZQA accredited programmes leading to qualifications in financial services as well as industry certificates and learning to promote competency and professionalism throughout the financial services sector.

Professional IQ College is a Private Training Establishment (PTE) registered with NZQA and accredited by The Skills Organisation to deliver training and assessment for insurance and financial services qualifications within New Zealand.

Send enquiry