Finance
A course by
Otago Polytechnic
This certificate provides financial services professionals with the skills and knowledge to advance their expertise in the finance industry, preparing them for offering financial advice and technical support roles.
Online study
Flexible online learning from anywhere
Online
It will take a total of 16 weeks
This course requires 12 hours per week

Gain in-depth understanding of the New Zealand financial services industry, regulatory frameworks, and specific areas such as investment, insurance, or property lending.

Develop practical expertise to operate effectively in the financial services sector and advise clients in chosen specialty areas.

Designed for those in the financial services sector wishing to upskill, this programme develops specialised knowledge and skills in financial services operations. Graduates will be able to offer personalised financial advice in roles such as Insurance Advisor, Technical Specialist, and Advisor Support. The course includes study of the financial services industry, regulatory frameworks, and a choice of specialisation strand in investment, insurance, or residential property lending. Delivered fully online, this qualification prepares students for a range of finance sector roles.
What you need to know first
Minimum 8 NCEA Level 2 credits in English (4 in writing, 4 in reading), or equivalent knowledge or skills.
Applicants over 20 years old who do not meet the entry requirements may be considered based on prior educational, work or life experience.

Finance
Financial Services
Insurance
Property Lending

Insurance Advisor
Technical Specialist

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.
Finance
A course by
Otago Polytechnic
This certificate provides financial services professionals with the skills and knowledge to advance their expertise in the finance industry, preparing them for offering financial advice and technical support roles.
Online study
Flexible online learning from anywhere
Online
It will take a total of 16 weeks
This course requires 12 hours per week

Gain in-depth understanding of the New Zealand financial services industry, regulatory frameworks, and specific areas such as investment, insurance, or property lending.

Develop practical expertise to operate effectively in the financial services sector and advise clients in chosen specialty areas.

Designed for those in the financial services sector wishing to upskill, this programme develops specialised knowledge and skills in financial services operations. Graduates will be able to offer personalised financial advice in roles such as Insurance Advisor, Technical Specialist, and Advisor Support. The course includes study of the financial services industry, regulatory frameworks, and a choice of specialisation strand in investment, insurance, or residential property lending. Delivered fully online, this qualification prepares students for a range of finance sector roles.
What you need to know first
Minimum 8 NCEA Level 2 credits in English (4 in writing, 4 in reading), or equivalent knowledge or skills.
Applicants over 20 years old who do not meet the entry requirements may be considered based on prior educational, work or life experience.

Finance
Financial Services
Insurance
Property Lending

Insurance Advisor
Technical Specialist

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.
Acquire the skills needed to understand client needs and deliver tailored financial advice in your speciality area.
Advisor Support
Acquire the skills needed to understand client needs and deliver tailored financial advice in your speciality area.
Advisor Support