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

As the largest Industry Training Organisation in the country Skills works across 23 different industries from plumbing, and electrical through to scaffolding, real estate and more. We act as a broker between industry, government and training providers, to develop standard setting qualifications, that will help develop the leaders of tomorrow.

For more than 25 years, we’ve been helping train up the next generation of tradies and professionals. We work with industries to ensure that qualifications provide trainees with the right skills at the right time.

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