Certificate in Financial Advice – CertFinAdvice
Finance
A course by
Massey University
Gain specialised knowledge and practical skills in financial advice, required for entry into the financial advice industry. This certificate meets New Zealand's professional conduct standards and is mapped to the New Zealand Certificate in Financial Services (Level 5).
NZ$1,908
inc GST
Enquire about international pricing
Core skills this course teaches
Understand the financial advice industry
Demonstrate foundational knowledge of the financial advice sector and its regulatory environment in New Zealand.
Meet professional conduct standards
Satisfy the requirements of the Code of Professional Conduct for Financial Advice Services, enabling provision of regulated financial advice.
About This Course
The Certificate in Financial Advice (CertFinAdvice) at Massey University provides an introduction to the financial advice industry, including regulatory requirements, and the application of professional practice. Delivered in partnership with Kaplan Professional, this qualification prepares learners for the financial advice sector by combining theory and practical skills. Learners choose one specialisation area: Investment, Life/Disability/Health Insurance, General Insurance, or Residential Property Lending. The certificate is designed to meet the latest standards required by the Code of Professional Conduct for Financial Advice Services in New Zealand.
Course Content
- Introduction to financial advice industry and regulatory environment
- Professional practice in financial advice
- Investment advice principles and provision
- Insurance advice (life, disability, health, general)
- Residential property lending advice
- Specialisation in one knowledge area: Investment, Insurance (life/disability/health), Insurance (general), or Residential property lending
Entry Requirements
University entrance requirements as defined by Massey University.
Build towards these roles
Financial AdviserNominated RepresentativeAdvisor in insurance, investment or residential property lending sectors
Build skills in these industries
Financial ServicesInsuranceInvestmentResidential Property Lending
