New Zealand Certificate in Financial Services (Level 5)
Finance
A course by
Otago Polytechnic
A specialist online programme for financial services professionals seeking advanced knowledge and skills in the finance industry, including insurance, investments, compliance, and client advising.
NZ$2,733
inc GST
Enquire about international pricing
Core skills this course teaches
Understand the New Zealand Financial Services Industry
Gain broad knowledge of the structure, functions, and roles within the financial services sector.
Apply Financial Regulations
Interpret and comply with key legal and regulatory obligations impacting financial services in New Zealand.
About This Course
This programme is designed for those already working in the financial services sector who wish to upskill and specialise. It builds expert knowledge and practical abilities in New Zealand financial services operations, regulatory frameworks, and client advisory. Students complete two core courses then specialise in one strand such as investment, life/health insurance, general insurance, or residential property lending. Graduates can provide professional financial advice and have pathways to roles such as Insurance Advisor or Technical Specialist.
Course Content
- The Financial Services Industry
- The Regulatory Framework
- Strand/specialty options: Investment, Life, Disability, and Health Insurance, General Insurance (includes advising domestic and small business clients), Residential Property Lending
Entry Requirements
Minimum 8 NCEA Level 2 credits in English (4 in writing, 4 in reading), or equivalent knowledge/skills
Applicants over 20 may be eligible based on previous educational, work or life experience
Build towards these roles
Insurance AdvisorTechnical SpecialistAdvisor SupportFinancial AdviserClient Services Officer
Build skills in these industries
FinanceBusinessInsurance
Otago Polytechnic is known for high quality, hands on learning that leads to strong outcomes. With excellent student satisfaction, high graduate employment rates, and a commitment to sustainability, it’s a place where practical skills meet purpose. Their award winning programmes span design, fashion, creative arts, trades, health, and business, giving you real experience and real confidence for whatever comes next.
