New Zealand Certificate in Financial Services (Level 5)
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
Core skills this course teaches
Demonstrate specialised knowledge of financial services
Gain in-depth understanding of the New Zealand financial services industry, regulatory frameworks, and specific areas such as investment, insurance, or property lending.
Apply technical and practical financial skills
Develop practical expertise to operate effectively in the financial services sector and advise clients in chosen specialty areas.
Provide personalised financial advice
What You're Signing Up For
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.
Course Content
- The Financial Services Industry
- The Regulatory Framework
- Investment (specialty strand)
- Life, Disability, and Health Insurance (specialty strand)
- General Insurance (specialty strand)
- Residential Property Lending (specialty strand)
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.
What sort of industry will this job lead to
Finance
Financial Services
Insurance
Property Lending
Future employment opportunities might be
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.