This enrolment leads to the Life and Health Insurance full strand of the New Zealand Certificate in Financial Services Level 5.
It is relevant to Life and Health insurance advisers and agents.
The enrolment includes the Core Knowledge module + Life and Health Insurance module. For those working it is expected to take 12-18 months part time.
This option includes the following Modules
This module provides an understanding of the level of professionalism
required in the financial services industry. You will gain an
understanding of the wider financial services environment and research
fit for purpose financial or insurance solutions. Details of the unit standards included in this module are shown below. (NZQA 40 Credits)
In order to gain the certificate in Financial Services Level 5 this
module is a core compulsory component, ie it must be completed in
conjunction with another module to complete the full qualification
Your choice of strand will depend on your circumstances - you can see a full summary here.
2 study guides are provided for these four unit standards, and the assessment is predominantly evidence based.
This means actual workplace examples of clients are used to
demonstrate that you can put into practice the learning contained within
the study guide.
Documents can be uploaded using the student dashboard function,
scanned and email to your tutor, or posted to our offices. note that
client names should be removed.
Approximate time frames for this module is 6.5 months.
Life and Health Insurance Module
This module provides an understanding of the risk management concepts
and the legislative and regulatory environment associated with Life & Health insurance. You will gain a broad understanding
of products and services available to provide fit for purpose solutions
in terms of Life and Health insurance.
Details of the unit standards included in this module are shown below.(NZQA 25 Credits)
A study guide is provided for each unit standard along with an assessment document.
Assessment is by way of 4 written assessment documents which can be downloaded from your dashboard.
Work can be completed either as a word document, or similar, or
written. On completion work can be uploaded on your student dashboard
for the tutor to assess.
Approximate time frames for this module is 4 months.