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New Zealand Certificate in Financial Services L5-Training Agreement

 The training agreement qualification is offered along with Skills Organisation and offers a $550 + gst rebate on completion of LEVEL 5 FULL qualifications 

Click here for Terms and Conditions

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:

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

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

 

 

 Contact us   for   Learning Partner,  Group,  or  Corporate   pricing


 

Enrol to complete the full programme

Strand Price

Financial Advice - Training Agreement

L5FATA

There is an option to complete the qualification by combining the Core Knowledge module and the Financial Advice module.

$2,040.00 +GST Retail

General Insurance - Training Agreement

L5GITA

Designed for general insurance advisers, senior underwriters, general insurance product and claims specialists, general risk advisers. Includes the Core Knowledge module + General Insurance module.

$1,640.00 +GST Retail

Investment Advice-Training Agreement

L5IATA

This module provides an understanding of investment concepts, as well as the regulatory and legislative environment in which they are required to operate. Includes Core Knowledge module + Investment Advice. This module is compulsory for Authorised Financial Adviser status. (AFA)

$1,750.00 +GST Retail

Life & Health - Training Agreement

L5LHTA

Designed for senior underwriters, product and claims specialists, domestic and senior brokers. Includes the Core Knowledge module + Life & Health Insurance module.

$1,640.00 +GST Retail

Residential Property Lending-Training Agreement

L5MTA

Designed for Mortgage advisers/brokers and credit managers. Includes the Core Knowledge module + Residential Property Lending module.

$1,680.00 +GST Retail


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