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NZ Certificate In Financial Services Level 4

Study Times 

The table below outlines the number of days that we have allocated for students to achieve the various modules and units of the New Zealand Certificate in Financial Services Level 4.

It is intended as a guide and replicates the time frames that will be suggested in your Learning Plan.

The number of days accounts for the work involved, and allows for study on a part time basis, including assessment. Some allowance can be made for time between modules.

If you are struggling to meet these time frames we can arrange an extension on request - find out more here.....

 

ID

Title

Estimated TIme (Days)

Credits

 Assessment Type

 

Core Knowledge (3 compulsory modules)

Financial markets, the advice process and products.

8    months

50 total

 

Module 1

  28199

Demonstrate knowledge of the financial services environment in New Zealand

72

15

 Written + 3 Multichoice Answers

Module 2

  28200

Demonstrate knowledge of the financial services regulatory compliance and advice process environment in New Zealand

72

15

 Written + 2 Multichoice Answers

Module 3 

  28197

  28201

Gain broad knowledge of services and products available across the financial services industry to meet identified customer needs.

Apply the advice process across the financial services industry. 

48

 

48

10

 

10

Verified Evidence

Written Answers

Choose at least 1 module from below.

 

 

Module 4 Banking Strand

1.6    months

10 total

 

28202

Gain a broad understanding of lending principles, different types of account structures and personal and home lending options available.

48

10

 Written Answers

 

Module 5 Insurance Strand

1.6    months

10 total

 

28204

Gain a broad understanding of different types of fire & General, life & Health products and client options to standard risk situations.

48

10

 Written Answers
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