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Level 5 Financial Services
Personal Lending
Credit Management
Anti Money Laundering
CPD Courses

Level 5 Financial Services Certificate

This comprehensive module equips you with essential knowledge and skills in financial services, focusing on critical industry standards and practices. It prepares you for a variety of roles within the financial sector, addressing regulatory requirements and ethical considerations pivotal to professionals in this field.

Personal Lending

This focused module delivers in-depth insights and skills necessary for personal lending practices. It covers key aspects of credit assessment, risk management, and the regulatory environment, ensuring you are well-prepared to offer personalized lending solutions responsibly and effectively

Credit Management Courses

This module provides comprehensive training in credit management, equipping you with the necessary skills to effectively handle credit risk, collections, and compliance. Learn to navigate the complex regulatory landscape and implement strategies that enhance financial stability and customer relations.

Anti-Money Laundering (AML)

Our Anti-money Laundering courses equip you to fully understand and manage your AML obligations within your business. The courses are modular and targeted for different roles from front line staff, to compliance managers and directors obligations.

CPD Courses

We have a variety of continous professional development courses that provide you with the essential knowledge and skills to advance your professional capabilities continuously. Engage with current practices and emerging trends to stay compliant and competitive in your field.

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Our seasoned experts are dedicated to guiding your professional growth. Every day, they leverage cutting-edge techniques to ensure you achieve and surpass your career goals, helping you excel in an evolving marketplace.

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Popular Courses

Certificate in Financial Services (Level 5) (Investment)

$1,895.00 excl. GST

Course Type	NZQA Qualification
Level	5
Credits	65
Time Frame	Learn and complete at your own pace of up to 10 months
Student	This pricing is for domestic students only. For international student pricing please contact us or call 09 306 1731.

Certificate in Financial Services (Level 5) (General Insurance)

$1,795.00 excl. GST

Course Type	NZQA Qualification
Level	5
Credits	65
Time Frame	Learn and complete at your own pace of up to 10 months
Student	This pricing is for domestic students only. For international student pricing please contact us or call 09 306 1731.

Certificate in Financial Services (Level 5) (Life, Disability, and Health Insurance)

$1,795.00 excl. GST

Course Type	NZQA Qualification
Level	5
Credits	65
Time Frame	Learn and complete at your own pace of up to 10 months
Student	This pricing is for domestic students only. For international student pricing please contact us or call 09 306 1731.

Certificate in Financial Services (Level 5) (Residential Property Lending)

$1,795.00 excl. GST

Course Type	NZQA Qualification
Level	5
Credits	65
Time Frame	Learn and complete at your own pace of up to 10 months
Student	This pricing is for domestic students only. For international student pricing please contact us or call 09 306 1731.

Residential Property Lending (Elective)

$795.00 excl. GST

Course Type	NZQA Qualification
Level	5
Credits	30
Time Frame	Learn and complete at your own pace of up to 5 months
Student	This pricing is for domestic students only. For international student pricing please contact us or call 09 306 1731.

Life, Disability, and Health Insurance (Elective)

$795.00 excl. GST

Course Type	NZQA Qualification
Level	5
Credits	30
Time Frame	Learn and complete at your own pace of up to 5 months
Student	This pricing is for domestic students only. For international student pricing please contact us or call 09 306 1731.

REVIEWS FROM OUR learners

what our students say about Professional IQ

Seeking for proof of our course quality? Find them
here. We try to make everything as transparent as possible.

"I recently completed the NZ Certificate in Financial Services Level 5 (Life Disability and Health Insurance) through Professional IQ. It has been a great step in my development as an adviser, helping me better understand how to identify insurance needs and tailor the right solutions for clients. What made the experience even better was the support from the assessors and student support team. They were approachable, knowledgeable, and genuinely helpful throughout the process."

Darren Prasad May 2025

"The feedback for Life, Disability and Health Insurance was clear. The assessor and student liaison person were both very helpful and made me feel very comfortable. I was very happy with the service. I will continue with Professional IQ."

Learner April 2024

"My assessor was great, my assignments were assessed in a short period of time and the feedback and FER were extremely clear and helpful. I am really glad to have had my assessor mark and assist me."

Learner July 2023

"Professional IQ is a special team. From enrolment to course assistance to assessment of the courses my experience was excellent from start to finish. My assessors were engaging and very helpful in assisting me get my two qualifications."

Learner March 2024

"Professional IQ College has been a great help leading me into the financial services industry. I have been enjoying this ever since and highly recommend PIQ. They not only helped with my knowledge but also advising clients correctly in real time."

Learner May 2024

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