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. (NZQA 40 Credits) Details of the unit standards included in this module are shown below.
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 strand
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.