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New Zealand Certificate in Financial Services L4

This is an introductory qualification to the regulatory environment for Brokers, broker support, administration, call centre staff and bank & insurance customer service and claims people. This is a vastly improved qualification to the previous National Certificate level 4 and is far more industry focused.

Combine this qualification with the PIQ Certificate in broker support and your new people will have a well-rounded knowledge of the insurance and financial services industry. The level 4 qualification is made up of 5 modules, 3 of which are compulsory and 1 elective either from the insurance or banking strand options. 


The programme is an online course with regular tutor support with Professional IQ College tutors. Allow 12 months for completion of the full programme.

Enrol to complete the full programme

Strand Price

L4 Banking Programme

FQL4B

The Banking strand is tailored for the Banking industry and provides an understanding of lending principles, different types of account structures and personal home and lending options.

$2,035.00 +GST Retail

L4 Insurance Programme

FQL4I

The Insurance Strand provides a broad overview of the different types of fire and general, and Life and Health insurance products and options available for standard risk.

$2,035.00 +GST Retail


Core Knowledge

Financial Services Environment in New Zealand

L4M1
Gain a broad understanding of the financial services environment in New Zealand; what the key sectors are, and their interrelationship with consumer needs. Assessed on the following Unit Standard: (NZQA 15 Credits)
28199 - Financial Services Environment in NZ
Financial Services Environment in New Zealand
Price
$509.00 +GST Retail
 

Application of Regulatory Responsibilities

L4M2
Increase your knowledge by gaining a broad understanding of legislation, regulations, ethics, risk and compliance and apply risk and compliance strategies within your own organisational guidelines. Assessed on the following Unit Standard: (NZQA 15 Credits)
28200 - Application of Regulatory Responsibilities
Application of Regulatory Responsibilities
Price
$509.00 +GST Retail
 

Financial Products and Services for Clients

L4M3
Gain broad knowledge of services and products available across the financial services industry to meet identified customer needs. Apply the advice process across the financial services industry. Assessed on the following Unit Standard: (NZQA 20 Credits)
28197 - Financial Products and Services for Clients parts 1,2
28201 - Financial Products and Services for Clients part 3
Financial Products and Services for Clients
Price
$678.00 +GST Retail
 
Strands

Banking Industry in New Zealand

L4M4B
Gain a broad understanding of lending principles, different types of account structures and personal and home lending options available. Assessed on the following Unit Standard: (NZQA 10 Credits)
28202 - Banking Industry in New Zealand
Banking Industry in New Zealand
Price
$339.00 +GST Retail
 

Insurance Industry in New Zealand

L4M5I
Gain a broad understanding of different types of fire & General, life & Health products and client options to standard risk situations. Assessed on the following Unit Standard: (NZQA 10 Credits)
28204 - Insurance Industry in New Zealand
Insurance Industry in New Zealand
Price
$339.00 +GST Retail
 
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Level Five, 280 Queen Street, Auckland Central 1010

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