Enrolling with us

What am I getting into... 

By enrolling with Professional IQ College you are committing to study the course that you have enrolled in. This includes attempting to complete the course in the suggested time frames, using your own words to describe your understanding of the learning material where asked to do so.


Professional IQ College expects you to complete all assignments and activities by yourself. All work must be your own and you will not present the work of others as your own (plagiarism).You cannot copy directly from the study guides or other textbooks. The assessment requires that you use your own words to explain or describe answers. Professional IQ College has employed a system that will detect plagiarism. If you are found to have plagiarised or copied your answers, you may be removed from the programme and no refund for fees paid will be issued.

Course Evaluation and Feedback

Professional IQ College continuously tries to improve its programmes and courses. We request that all students complete a Course Evaluation and Satisfaction form.  It gives the College valuable feedback on the quality of its courses and where we can improve. We are also interested in finding out how satisfied you are with your learning experience at Professional IQ College.


The New Zealand Certificate in Financial Services is designed to develop knowledge of legislation, regulations and codes of practice used within the Financial Services Industry. Guidance from an experienced and qualified colleague is an important part of learning.

You need to ask someone in your workplace, preferably a manager or supervisor, who is familiar with your work to verify that you have carried out the assessment tasks correctly and that you have applied your learning to your day to day work.

The verifier could be:

  • a current or previous supervisor, manager, mentor or professional colleague

  • a member of a professional body.

The verifier must not be:

  • a member of your family unless they are also part of your family business

  • an employee unless they hold the Level 5 qualification or equivalent.

Your verifier will be asked the following declaration:

I confirm that I am familiar with the student and their work and agree to act as their Verifier. I have checked the completed Tasks and can attest to their authenticity:

I can verify that the tasks for unit standard(s) have been completed by:

(Student name ) ……………………………………………………………………. and is their own work.

I give my permission for my contact information to be passed to the Skills Organisation should further verification of the student’s work be necessary

Computer Literacy Skills

While not an entry requirement this programme is a distance learning programme and is delivered primarily on line. Therefore it is expected that students will: 

  • Be comfortable in using a computer, especially email.

  • Have basic word-processing skills as your assignments need to be typed on a word-processor, such as Microsoft Word.

  • You have easy access to a high-speed computer and the Internet.

  • Need access to the internet to enable you to download resources, study guides, assessment/assignment tasks and instructions.

  • You are comfortable successfully loading plug-in applications on your computer from the Internet.

Other Requirements

To be successful in studying with Professional IQ College this programme you need to have some discipline to work through the programme. This means that:

  • You can work independently.

  • You are you comfortable asking for clarification and continuing to ask when you need more information.

  • You are you good at meeting deadlines.

  • You are comfortable working primarily with a text-based medium.

  • You are comfortable communicating with your instructor and fellow students via the phone, e-mail, and community chat and forums.

Should you be uncomfortable with any of the statements above please discuss with your Student Liaison, so that they can assist and support you.

Enrolment Information

What Information do I need to supply and why?

Personal Details

If this is the first time you have enrolled with Professional IQ College, you need to provide a verified copy of evidence of your full legal name and age. If you’ve enrolled with us before and your name has changed, you need to send us verified documentation to confirm that change. Verified means that the documents have been authorised by a Justice of the Peace (JP) or NZ Solicitor. A verified copy of either a Birth Certificate or Passport can be provided as evidence: (Do not send any original documentation),

Contact Details

We collect your personal details to identify you as a student and to ensure that records of learning are updated correctly on completion of unit standards and qualifications. We will need to know if you prefer to be addressed by a name that is different from your formal name.

You must also supply us with a home address - not a PO Box number. If you are working and studying at the same time, you will have to provide us with your workplace details as well.

You are also required to advise us of any changes to your personal details. 

International Students are also required to supply us with:

Next of Kin / Emergency contact name, address, contact telephone number, and relationship to you.

If under 18 years old at the time of application you will be required to provide the name, and contact details of your parent or legal guardian.

Ethnicity, Age and Gender

The Ministry of Education asks us to identify student ethnicity, age and date of birth for statistical purposes.

National Student Number (NSN) if known

Once we have registered your application, you will be given a secondary number from the Ministry of Education. This NSN number will stay with you for life, even if you change to a different education provider. You may already have an NSN number from your school or another learning provider. Your NSN number is used by the New Zealand Qualifications Authority (NZQA) to record credits and qualifications gained by you on the National Qualifications Framework (NQF). This means, once you’ve registered, you will have a NZ Record of Achievement number, which is the same number as your NSN number. 

Are there any obstacles to completing your learning objectives?

We ask this question to make sure that we do all we can to assist you in your studies. Information about Dyslexia, hearing or eyesight impairment, or any learning disability should be considered relevant. You should also consider if you have a good understanding of English language. You can find out more about our English Language Criteria further down this section.


If you identify yourself as a New Zealand Māori, the Ministry of Education requires that you specify your iwi.


In order to process your enrolment, the Ministry of Education requires that we collect information about the last New Zealand secondary school and tertiary provider you attended - this is for statistical purposes only and includes the following:

  • highest qualifications achieved

  • when achieved

  • which education provider

We also ask about overseas education as this gives us some further indication of your level of understanding of the English Language.


The Ministry of Education requires us to provide them with information of your occupation and other work activities.

Changes to any information

Change of Name

The Ministry of Education requires us to hold your full legal name in our records. If for any reason you change your name you will need to attach the details of your name change and a verified copy of the document that supports the change (e.g. Marriage Certificate). Please complete the Change of Details form at the back of the student handbook, attach the details of your name change and a verified copy of the document that supports change and send it to us.

Change of Address

Let us know as soon as possible if you change your address or any other contact details. Complete the Change of Details form at the back of this handbook and send it to us or email info@professionaliq.co.nz  Or you can update your profile on the website on your dashboard. 

Terms of Agreement

If your employer or another company or person has paid for or arranged your enrolment we will consider them to be a sponsor. They may be informed of student progress updates on a continual basis by a member of the Professional IQ College staff. The sponsor will be entitled to information such as:

  • Completion of Unit Standards

  • Completion of Assessments

  • Completion of Course/Set

  • Examination Results

Please note that if a student fails to complete the Unit Standards and assessment within the recommended/ mandatory time frame, Professional IQ College has the right to disclose this information to the Sponsor/ Employer.

Privacy Act 2020

Professional IQ College is governed by the Privacy Act 2020 on the way we collect, use and discloses your personal information. These pages explain why the College needs your personal information, and how it will be used.

By submitting an application for enrolment, you are accepting the Professional IQ College terms and conditions and the rules and commitments set out in these pages. You can view our formal privacy policy Guide to Enrolment and also how the information will be used (refer our privacy policy on the website). 

You have access to your personal information at any time and if the details have changed, you can update them online or let us know.

Copying Material

All learning and assessment materials are subject to the copyright and intellectual property rights of Professional IQ College Ltd, unless otherwise stated. These materials may not be reproduced, distributed or modified without the express written permission of Professional IQ College Ltd. Students who are enrolled in a course or programme are given access to study material and other resources. This permission will be revoked, should the student withdraw or be expelled from the College.

Disclaimer Statement

Professional IQ College Ltd will not be held responsible for any errors or omissions contained on any of its publications, study materials and other resources. It will, where possible, ensure that all its materials, both physical and web-based, are accurate and up-to-date. Furthermore, responsibility for any loss, damage or distress resulting from adherence to any advice, suggestions or recommendations made is equally disclaimed by Professional IQ College.

Entry Requirements

English Language Requirements

All of our course material is developed and delivered in the English language. This means in order to get the benefit of learning from our material you will need to be able to read and write the English language at an appropriate level. 

Clear evidence of completion of a qualification at secondary or tertiary level with English as the language of instruction in New Zealand, Australia, Canada, The Republic of Ireland, South Africa, United Kingdom or United States, is required to be eligible for enrolment in Professional IQ College NZQA courses.

Where this is not the case, consideration will be given to students who have verifiable evidence of meeting the following criteria within the last 2 years.

 Certificate or Diploma at Level 4

  • IELTS test – a score of 5.5 (General or Academic) with no band score lower than 5.

  • University of Cambridge ESOL examinations – FCE or FCE for Schools with a score of 162. No less than 154 in each skill.

  • NZCEL – Level 3 with an endorsement of either General, Workplace or Academic.

 Certificate or Diploma at Level 5

  • IELTS test – a score of 5.5 (Academic) with no band score lower than 5.

  • University of Cambridge ESOL examinations - FCE or FCE for Schools with a score of 162. No less than 154 in each skills.

  • NZCEL – Level 4 with the Academic endorsement.

Previous primary and secondary study in English

If you can provide evidence that you attended a school where English was the language of instruction you may be eligible for enrolment at all levels of the New Zealand Qualifications Framework (NZQF).  However you must have studied in a country that has a student visa approval rate of at least 80 per cent.

 Evidence includes:

  • if you completed all of your primary education and at least three years secondary education (the equivalent of New Zealand Forms 3 to 7 or years 9 to 13), or

  • if you completed at least five years secondary education (the equivalent of New Zealand Forms 3 to 7 or years 9 to 13).

Certificate in English Language Teaching to Adults (CELTA)

If you can provide evidence that you have gained a Certificate in English Language Teaching to Adults (CELTA) you may be eligible for enrolment at all levels.

English language requirements: how can you prove you have the required level of English?

  • If English is not your first language, you need to prove you have the minimum level of English for your Professional IQ College qualification.

  • Professional IQ College does not accept responsibility if you fail courses because of a lack of competence in English.

Students with School, College or University qualifications gained outside NZ

Applying on the basis of a non-New Zealand or International qualification where English is a secondary language? Use your official results for one of the following tests or qualifications to meet the English language requirements. Results should not be older than 2 years. IELTS – Academic English as a second language student may be required to provide evidence of overall score IELTS 5.5 with no less than 5.5 in each module prior to enrolment and upon request.

TOEFL (Internet-based test) and Pearson Test of English (Academic) may also be accepted with the required score as per programme requirement.

English Proficiency Outcomes for International Students

For the Level 5 courses you will

  • TOEFL (iBT) - An academic score of  5.5 with no band lower than 5 in each module; or

  • PToE - A score of 46 (with a writing score of 20)

Please find more details on the link here

Qualifications taught and assessed in English Speaking country

You can use the official results of an academic qualification completed in a country where English is the main language that:

  • Must have been taught and assessed in English - evidence is required.

  • Must be at an appropriate level.

Please contact Professional IQ College if you are an international student living in New Zealand want to enroll as an international student with the college.

Need help?

If you have any questions about English language requirements you can contact us or check the NZQA website

How Do I Enrol?

So you've decided you want to study - what else do I need to know?

Professional IQ College has an open enrolment system. This means you can enrol for qualifications at any time. Course delivery is via online (distance) learning.

Read the enrolment information pages to see what you will need to provide. 

1. Third party documents required for upload either as an image or scanned document are: 

  • passport or birth certificate,

  • evidence of past education,

  • if English is not your first language, you may be required to provide evidence of your English language proficiency.

2. Once you have got the items required ready, hit the enrolment button and you will be prompted to enter your enrolment information.

3. Once your enrolment has been accepted we will let you know, and you can purchase your qualification or module online.

We will contact you with instructions to access your learning once your enrolment has been accepted and payment is received.

By enrolling you acknowledge you have considered the following terms and conditions set out on this website and other information which outline our commitment to our students, NZQA, and your commitment to study by enrolling.

Recognising Previous Study 

You may be eligible for credit recognition or relevant work experience toward the qualification or certificate you wish to study. 

Recognition of Prior Learning (RPL) is the process used to recognise your existing experience and skills in formal qualifications.

If you believe you are eligible for RPL then you must complete the RPL Application Form before enrolling. You will be asked to provide detail of the prior learning including what the course was, where it was completed and who awarded it.

You will need to identify which aspects of the New Zealand Certificate in Financial Services it relates to.

Please note that in order to be eligible for Professional IQ recognition of prior learning, academic qualifications (e.g.university degrees etc.) will only be considered if completed less than 10 years ago, and meet Part 2 of the current Code of Professional Conduct for Financial Advice Services .

Applications cannot be considered without evidence of qualifications held. Self-certified documents will not be accepted. Verified originals only will be accepted.

Photocopies of award certificates and transcripts must be certified as true copies of the originals by one of the following. (note only NZ degrees and qualifications will be accepted)

  • A Justice of the Peace (JP)

  • Barrister or Solicitor

They should be confirming by:

  • Signing the photocopy in person and printing their full name (printed electronically scanned signatures will not be accepted);

  • Indicating the capacity in which they are signing;

  • Confirming they have inspected the original and that the photocopy is a true representation.

Full evidence should be included with your application (See above table for details). Professional IQ College may, at its discretion, ask for further information in order to process your application. If this is the case, you will be given details of the further evidence required and your application will be held open for a period of six months from the date of application to allow for this.

Once an award eligibility decision is made, the decision is final. Repeat applications for the same qualification will not be accepted.

Recognition of Current Competence

Recognition of Current Competence (RCC) is the way in which we recognise the experience you have gained in the workplace, and self-learning. If you are able to demonstrate that you already have the skills and knowledge we measure for this programme, you can choose to be assessed through our RCC assessment route.

If you have work experience, life experience or previous informal or formal education or training courses which may be relevant to your programme of study, you may qualify to gain credits towards units in a formal qualification. 

You will need to provide verified evidence in the form of a portfolio of evidence that you have met the learning outcomes of the course. You will be assessed against the identified competency standards and collect evidence that supports your competence. The types of evidence could include, but is not limited to:

  • Work samples

  • References and testimonials from experienced referees

  • Qualifications and certified results

  • Courses completed with course outlines; reflective journals, explanatory training notes, etc. that you have written, relating to education, training courses, seminars and workshops you have attended

  • Evidence of work achievements that can be verified

Completion of this application does not mean the College is bound to offer you admission to this pathway. It is designed so that the College can assess the information you provide and to decide:

  • Whether you are a suitable student for assessment by way of recognition of Current competency

  • Which parts or elements of the standards that contributes to the New Zealand Certificate may be satisfied by way of recognition of Current competency. 

On receipt of your completed application and the application fee, the College will evaluate your application. The College will advise you of its decision(s) within 15 working days. If the College accepts your application, it will also advise you:

  • Which parts or outcomes of the standards could be assessed via recognition of Current Competency

  • The process that will be used for that assessment.

  • The fee required for the assessment. 

The Current competency process can involve:

  • A challenge assessment for the unit standards being recognised (this is based on the standard assessment for the unit standards being requested); or

  • Provision of workplace evidence of knowledge and experience that demonstrate the applicant has met the unit standard outcomes for the unit standards in question.

  • A combination of the above

The initial application fee is $195+gst. Additional costs will be advised for actual assessment once the initial application has been processed.

A supplementary document may be required following the initial application.

RCC is not available for all unit standards and you should refer to your Student Liaison for more information. If you need assistance contact us on (09) 306 1731.

Code of Practice 2021

The Education (Pastoral Care of Tertiary and International Learners)

Professional IQ College strategic goals and plans

Strategic goals and strategic plans for supporting the wellbeing and safety of learners that:

  • give effect to the Code; and

  • honour Te Tiriti o Waitangi and support Māori–Crown relations.

Strategic goals

  1. To continuously improve the organisational structures in PIQ to support a whole-of-provider approach to learner wellbeing and safety as set out in Part 3 of the Code.

  2. To continuously improve our wellbeing and safety practices as set out in Part 4 of the Code.

  3. To continuously improve the additional wellbeing and safety practices set out in Part 6 of the Code for tertiary providers (signatories) enrolling international learners.

Strategic plans

  1. To identify gaps in compliance in key required processes

  2. To create action plans to address gaps

  3. To implement action plans and monitor implementation

  4. To put in place effective measures of success

  5. To analyse data, review, report and implement any revisions

Applying is EASY!

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