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New Zealand Certificate in Financial Services L5-v2

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 (This module provides an understanding of professionalism required in the financial services industry)

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

  • Investment 
  • General Insurance
  • Life, Disability & Health Insurance
  • Residential Property Lending

This certificate provides a nationally recognised qualification for financial advisers. For those who need or want to become qualified in line with the Financial Markets Authority (FMA) which is the New Zealand government agency responsible for enforcing securities, financial reporting and company law as they apply to financial services and securities markets.

 

 

 

 Contact us   for   Learning Partner,  Group,  or  Corporate   pricing

 

 

 

Enrol to complete the full programme

Strand Price

General Insurance - Full Programme

L5GIFQ-V2

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

$1,750.00 +GST Retail

Investment Advice - Full Programme

L5IAFQv2

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.

$1,850.00 +GST Retail

Residential Property Lending - Full Programme

L5MAFQ v2

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

$1,750.00 +GST Retail

Life, Disability, and Health Insurance - Full Programme

L5PRFQv2

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

$1,750.00 +GST Retail


Core Knowledge

Module 1 Core Knowledge

L5M1v2
This module provides an understanding of professionalism required in the financial services industry. Enabling graduates to gain an understanding of the wider financial services environment and the legislation and regulations that impact participants economically and financially whilst delivering financial advice services.
ACAINT - Academic Integrity
31855 - Module 1 Core - Good conduct
31856 - Module 1 Core - Financial Markets
31857 - Module 1 Core - Economic Environment
31858 - Module 1 Core - Providing Financial Advice
Module 1 Core Knowledge
Price
$1,095.00 +GST Retail
 
Strands

Module 2 Investment

L5M2-v2
This module provides an understanding of investment concepts within the regulatory, legislative and economic environment.
31863 - Module 2 Investment - Economic Solutions
31861-31862-31864 - Module 2 Investment - Portfolio of Evidence
ACAINT - Academic Integrity
31859 - Module 2 Investment - Investment Concepts and Principles
Module 2 Investment
Price
$845.00 +GST Retail
 

Module 3 Life,Disability & Health Insurance

L5M3-v2
This module provides an understanding of the risk management concepts and legislative and regulatory environment associated with life, disability and health insurance. Enabling graduates to gain a broad understanding of products, services and the development of solutions to a range of insurance needs using an appropriate six-step advice process.
ACAINT - Academic Integrity
31868 v1 - Module 3 Life, Disability & Health Insurance Legislation
31866-31867-31869 v1 - Module 3 Life, Disability and Health Insurance - Portfolio of Evidence
31865v1 - Module 3 Life, Disability & Health Insurance.
Module 3 Life,Disability & Health Insurance
Price
$745.00 +GST Retail
 

Module 4 General Insurance

L5M4-V2
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 30 Credits)
ACAINT - Academic Integrity
31870 - Module 4 - General Insurance Concepts and Principles
31871-31872-31874 - Module 4 - General Insurance Portfolio of Evidence
31873 - Module 4 - General Insurance Product Application and Review Process
Module 4 General Insurance
Price
$745.00 +GST Retail
 

Residential and Property Lending Module for New Advisers with Workshop (MLNA) v2

L5M5 v2 WS
For new entrants into the mortgage lending sector, attend the industry recognised workshop in conjunction with Financial Advice NZ industry training, and complete the Residential Property Lending module towards the New Zealand Certificate in Financial Services.
ACAINT - Academic Integrity
28385 v2 - Module 5 - NZ Residential Property and Lending Market
31876 31877 31879 - Module 5 - Lending Products and Borrowing Needs
31875 - Module 5 - Organisational and Regulatory requirements for Residential Property Lending
Residential and Property Lending Module for New Advisers with Workshop (MLNA) v2
Price
$1,450.00 +GST Retail
 

Module 5 Residential Property Lending

L5M5v2
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 30 Credits)
ACAINT - Academic Integrity
28385 v2 - Module 5 - NZ Residential Property and Lending Market
31876 31877 31879 - Module 5 - Lending Products and Borrowing Needs
31875 - Module 5 - Organisational and Regulatory requirements for Residential Property Lending
Module 5 Residential Property Lending
Price
$775.00 +GST Retail
 
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