New Zealand Certificate in Financial Services (Investment) (Level 5)
Finance
A course by
Future Skills
Gain the skills and competence to provide regulated investment advice and step into specialist roles within the financial services industry with the New Zealand Certificate in Financial Services (Investment) (Level 5).
Online study
Flexible online learning from anywhere
Online
It will take a total of 6 months
Core skills this course teaches
Provide a range of financial advice solutions to clients
Develop the knowledge and practical skills needed to recommend suitable investment options and strategies to clients in line with their needs and current regulations.
Understand legal, ethical, and professional responsibilities
Gain full awareness of professional standards, obligations, and codes of conduct required for financial advisers operating in New Zealand.
Analyse investment products and risks
What You're Signing Up For
This programme prepares you to offer expert, regulated investment advice, deepening your knowledge of investment products and financial legislation. You'll develop professional skills required for roles such as investment adviser or support roles in New Zealand's financial services sector. The course features four core modules, delivered fully online over 26 weeks, and is NZQA accredited.
Course Content
- Financial Services Legislation and Regulations
- Financial Advice and Economic Environment
- Investment Solutions Theory
- Investment Solutions Portfolio
- Legal, ethical, and professional obligations to clients
- Analysis of investment products, benefits, risks, and limitations
What you need to know first
NCEA Level 2 with a minimum of eight credits in English (four credits each in writing and reading), or equivalent knowledge and skills.
Applicants 20 years and over without the above must provide evidence of academic ability (e.g. written evidence, interview, referee checks).
What sort of industry will this job lead to
Financial Services
Investment
Banking
Future employment opportunities might be
Investment Adviser
Paraplanner
Investment Adviser Support