Stacked Books

Core Knowledge

NZ Certificate in Financial Services (Level 5) (Core Knowledge)

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

Closed Book

Certificate in Financial Services (Level 5) (Residential Property Lending)

Learn the knowledge and skills required to understand residential property lending concepts and the legislative and regulatory environment in which a mortgage adviser operates.

Open People Book

General Insurance

Certificate in Financial Services (Level 5) (General Insurance)

Gain an understanding of management concepts and the legislative and regulatory environment associated with general insurance.

Profile

Certificate in Financial Services (Life, Disability, and Health Insurance)

This module provides an understanding of the risk management concepts and legislative and regulatory environment associated with life, disability and health insurance.

Magnifying Document

Investment

Certificate in Financial Services (Level 5) (Investment)

This module provides an understanding of investment concepts within the regulatory, legislative and economic environment. Enabling graduates to apply an appropriate six-step process in an investment context.

Learner

General Liability

General Liability is an important cover for most businesses because it covers them against risks relating to their general business operation.

Professional Indemnity

The aim of the Professional Indemnity Module is to enable students to discuss this type of insurance with clients and to confidently recommend coverage suitable for those clients.

Rural Insurance

This course is essential to brokers so that they are able to fully understand their clients needs, and can read each Insurers policy and recommend those that are perfectly tailored to the clients requirements.

The Insurance Process and Policy Construction

The purpose of this course is to provide an understanding of the basic parts of an insurance policy, and the implications of those parts on the application of cover. 

Insurance Essentials

Understanding the historical aspects and the basic principles of the insurance industry in New Zealand is important for any adviser offering services to customers.

Material Damage Insurance

The aim of this course is for students to be able to discuss the insurance of business assets with clients and to recommend coverage suitable for those clients with confidence.

Understanding Financial Statements

This module is designed to help insurance brokers understand financial statements and the fundamental principles behind them.

Commercial Motor Insurance

The Commercial Motor Vehicle (CMV) Insurance module will enable students to: Evaluate CMV insurance policy wordings, Discuss CMV Insurance with clients, and Recommend coverage suitable for specific client needs.

The Advice Process

Brokers like any other financial adviser collect information on their clients to enable you to provide them the best solution. Doing this in a systematic manner improves your efficiency and effectiveness as a broker.

Commercial Marine Hull

A newly created resource that looks at the different types of commercial Hull Insurance options and discuses the institute marine clauses and principles.

Business Interruption Insurance

The aim of this course is for students to be able to discuss Business Interruption insurance with clients and to recommend coverage suitable for those clients with confidence.

Risk Management and Underwriting

Simply put, risk management is a two-step process - determining what risks exist in a given situation, ie a business, then handling those risks in a way best-suited to achieve the desired objectives.

Pleasure Craft

Pleasure craft insurance is common and, while many pleasure craft owners insure directly with insurance providers, this category of insurance remains an important product in an insurer’s portfolio.

Home and Contents

Insurance cover for domestic buildings and their contents is generally referred to as Home and Contents Insurance.

Claims Principles

It is easy, when working with insurance products, to focus solely on the marketing and selling of those products.  A broker needs to remember that his/her role extends beyond the moment when a signature is placed on the bottom of a contract.

Communication in the Workplace

Effective communication in the workplace is vital.  All workplace activities and decisions involve communication.  It follows then, that to effectively function in the workplace requires us to have good communication skills.

Marine Cargo Insurance

Marine cargo insurance covers a wide range of exposures faced by a diverse range of occupations, and is structured differently to many other available insurance products.

Financial Services Regulatory Framework

Negotiating for Results

Negotiating is a fundamental fact of life at any level. Whether you are working on a project or fulfilling support duties, this course will provide you with a basic comfort level to negotiate with both internal and external clients.

Programme 100*

Programme 200*

Statutory Liability

The aim of this course is for students to be able to discuss the topic of statutory liabilities with clients and to confidently recommend coverage suitable for those clients. 

Business Structures and Laws Affecting Business in NZ

This short course gives brokers an understanding of how businesses in New Zealand can be structured and of the laws and rules with which businesses must comply.

Private Motor

Because the risk of having a vehicle accident is relatively high, it goes without saying that motor vehicle insurance is an important aspect of the protection of our personal finances. 

Directors and Officers

This short course is designed to provide students an understanding of directors' and officers' liability insurance.

Mobile Plant and Machinery