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Bridging Programmes

The New Zealand Certificate in Financial Services Level 5 has superseded the National Certificate in Financial Services.

The structure of the new qualification has also changed to make it more relevant to the industry that it serves. If you have completed the old Level 5 qualification, or parts of it, you may wish to transfer this learning to the new qualification.

The difference in learning between the old qualification and new is attainable by completing our bridging programme.

The New Zealand Certificate in Financial Services level 5 requires completion of the Core Knowledge module, plus a chosen strand (one of the following)

  • Financial Advice
  • General Insurance
  • Investment
  • Residential Property Lending
  • Personal Risk (life & health)

On completion of the bridging programme you will need to enrol, and apply for recognition of prior learning, for the old National Certificate if you wish to have the new unit standards awarded. 


What should I do?

Ive completed the following from National Certificate in Financial Services Level 5

            What is required to Bridge to the New Zealand Certificate in Financial Services Level 5 and complete?.
Full Certificate   Complete Bridging for Core Knowledge and Bridging for your chosen equivalent strand. (see comparison above)
Set A    Complete Bridging for Core Knowledge and select your prefered new strand module to complete.
Set B & C   Complete Core Knowledge Bridging to gain the Full Qualification - Financial Advice strand, or if another strand is required start again.
 Set A, B & C   Complete Core Knowledge Bridging to gain the Full Qualification - Financial Advice strand, or if another strand is required select new strand module to complete.
 Set D   Complete Core Knowledge and Bridging for Investment Advice.
 Set A & Set E   Refer Set A above plus Set E requirements below.
Set E - Fire & Gen Strand   Complete Fire and General Bridging and Core Knowledge 
Set E - Life Strand*   Complete Personal Risk Bridging Programme and Core knowledge 
Set E - Res property Strand   Complete Residential Property Lending Bridging and Core Knowledge

Note: if a set has been partially completed you will need to decide if the work required to complete it is beneficial as compared to starting the new qualification.

* Unit 25646 Health Insurance is required as an elective to bridge to the Personal Risk Strand.


The Bridging Programme is offered in five parts, to suit your learning requirements. Your choice  depends on the strand from the National Certificate in Financial Services that you have done  or your Status (AFA or RFA), and your goal in respect of the New Zealand Certificate of Financial Services.

A breakdown of the assessment requirements for each bridging programme is available here...



L5 Bridging - Core Knowledge

L5 Bridge Core
6.00 CPD Points

Are you still up to date enough to remain qualified as an AFA? Learn the differences between the old National certificate of financial services level 5 Set A and the new New Zealand Certificate of Financial Services Core knowledge strand.
 

L5 Bridging - Financial Advice 25650-53

L5 Bridge Fin Adv1
1.00 CPD Points

For professional AFA and RFA Advisers providing advice to clients, this module provides learning for the additional information over and above the previous Set C to meet the requirements of the new New Zealand Certificate of Financial Services Level 5
 

L5 Bridging - Financial Advice 26360

L5 Bridge Fin Adv2
3.00 CPD Points

Knowledge of legislative and authorization issues for financial advisers is critical to ensure you are operating in line with the law, and provides your customers with confidence that as an AFA or RFA you are an effective and professional adviser. This course will ensure you remain up to date with the Finacial Advisers Act.
 

L5 Bridging - Fire and General

L5 Bridge F&G
3.00 CPD Points

The information contained within this Learning unit is specific to the additional evidence and outcomes in the new Fire and General Insurance component of the New Zealand Certificate of Financial Services. This module will provide you with additional knowledge over and above the previous National Certificate in Financial Services Level 5.
 

L5 Bridging - Investment

L5 Bridge Invest
4.00 CPD Points

Providing investment advice is a delicate process and requires up to date skills in terms of advising customers and meeting legislative requirements. This course will make sure you remain up to date with Investment concepts and analysis techniques.
 

L5 Bridging - Personal Risk - Life and Health

L5 Bridge (Risk) LH
3.00 CPD Points

The information contained within this Learning unit is specific to the additional evidence and outcomes in the new Personal Risk - Life and Health Insurance component of the New Zealand Certificate of Financial Services. This module will provide you with additional knowledge over and above the previous National Certificate in Financial Services Level 5.
 
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