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New Zealand Certificate in Financial Services L5

Designed for busy professionals, and replacing the National Certificate in Financial Services Level 5, the New Zealand Certificate in Financial Services Level 5 is structured to allow professionals from all parts of the financial services sector to gain skills and knowledge relevant to them.

To gain the qualification you must complete:

  • Core Knowledge (which provides general financial services learning)

Plus one selected industry based strand. Professional IQ College deliver the following:

  • Financial advice
  • General insurance
  • Investment
  • Residential property lending
  • Life & Health Insurance

Professional IQ College also offer a package that can meet the FMA requirements for an AFA Adviser, which includes the Core Knowledge, Financial Advice Strand and the Investment Strand.

Click on the bridging programme link if you have completed part or all of the National Certificate in Financial Services Level 5, and wish to achieve the New Zealand Certificate in Financial Services.

 

 

 Contact us   for   Learning Partner,  Group,  or  Corporate   pricing


 



Core Knowledge

Module 1 Core Knowledge

L5M1
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) The following unit standards are included:
ACAINT - Academic Integrity
28363 - Module 1 Core - Financial Services Best Practice and Professionalism
28364 - Module 1 Core - Regulatory Environment
28365 - Module 1 Core - Research and Analysis Processes
28366 - Module 1 Core - The Economic Environment and Financial Markets
Module 1 Core Knowledge
Price
$1,035.00 +GST Retail
 
Strands

Module 3 Investment

L5M3
This module provides an understanding of investment concepts, as well as the regulatory and legislative environment in which they are required to operate. You will apply the principles of investment analysis through knowledge of products and services to provide client focused investment solutions. This module is compulsory for Authorised Financial Adviser (AFA) status and includes the following Unit Standards. (NZQA 25 Credits)
ACAINT - Academic Integrity
28375 - Module 3 Investment - Investment Concepts and the Regulatory Environment
28376 - Module 3 Investment - Investment Assets and Objectives
28377 - Module 3 Investment - Investment Analysis Techniques
Module 3 Investment
Price
$785.00 +GST Retail
 

Module 4 Life & Health Insurance

L5M4
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. (NZQA 25 Credits)
ACAINT - Academic Integrity
28371 - Module 4 - Life & Health Insurance Concepts and Principles
28372 - Module 4 - Life and Health Insurance Legislation, Regulations and Codes of Practice
28373 - Module 4 - Life & Health Insurance Products
28374 - Module 4 - Life & health Insurance Product Application and Review Process
Module 4 Life & Health Insurance
Price
$675.00 +GST Retail
 

Module 5 General Insurance

L5M5
This module provides an understanding of General risk management concepts and the legislative and regulatory environment associated with general insurance. You will gain a broad understanding of General Insurance products and services available to provide fit for purpose solutions for General Insurance clients. The following General Insurance specific unit standards are included: (NZQA 25 Credits)
ACAINT - Academic Integrity
28367 - Module 5 - General Insurance Concepts and Principles
28368 - Module 5 - General Insurance Legislation Regulations & Codes of Practice
28369 - Module 5 - General Insurance Products
28370 - Module 5 - General Insurance Product Application and Review Process
Module 5 General Insurance
Price
$675.00 +GST Retail
 

Module 6 Residential Property Lending

L5M6
This module provides the knowledge and skills required to understand residential property lending concepts and the legislative and regulatory environment in which a mortgage adviser operates. You will learn the relationship between residential property lending products and individual needs, and the ability to provide fit for purpose solutions for borrowing. Includes the following unit standards: (NZQA 20 Credits)
ACAINT - Academic Integrity
28383 - Module 6 - Organisational and Regulatory requirements for Residential Property Lending
28384 - Module 6 - Lending Products and Borrowing Needs
28385 - Module 6 - NZ Residential Property and Lending Market
28386 - Module 6 - Loan Application
Module 6 Residential Property Lending
Price
$715.00 +GST Retail
 
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