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Institute of Technology or Polytechnic

Otago Polytechnic
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New Zealand Certificate in Financial Services (Level 5)

This course is available

Online

Level of Study

Certificate

Duration

1 year

Next start date

Expected Feb 2027

Campus

Dunedin Campus

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Summary

This certificate is ideal for financial services professionals seeking to advance their skills and knowledge in the finance industry.

About the programme

Already work in the financial services sector and keen to upskill? This programme is designed to help you become an expert with the specialised knowledge, practical skills and proficiency in financial services operations to excel in your field.

Graduates can offer personalised financial advice to clients in various roles based on their specialty area (see below for a list of options). Upon completing this online programme, you will be eligible for career paths including Insurance Advisor, Technical Specialist and Advisor Support.

Note: For international students, only those who are onshore in New Zealand can apply for this programme (not available for offshore International Students).

Entry criteria

Academic requirements

Minimum 8 NCEA Level 2 credits in English (4 in writing, 4 in reading), or be able to demonstrate equivalent knowledge or skills.

For those over 20 who do not meet the entry requirements, you will be eligible to be enrolled where your previous educational, work or life experience indicate that you have a reasonable likelihood of success.

International requirements and equivalence

To enter Otago Polytechnic's undergraduate certificates, diplomas and degrees, you need to have achieved a secondary school qualification that is equivalent to New Zealand's NCEA levels (National Certificate of Educational Achievement).

This information is available by country on our Equivalent academic entry requirements page.

English Language requirements

If English is not your first language, you must provide: New Zealand University Entrance, OR Overall IELTS 5.5 (academic, no band score lower than 5.0) achieved in one test completed in the last two years, OR Acceptable alternative evidence of the required IELTS (see here for internationally recognised proficiency tests and proficiency outcomes for international students).

If you need to improve your English Language skills, we offer a wide range of English programmes.

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Please note that degrees and qualifications earned via remote or distance learning are excluded from the overseas credential evaluation and recognition services provided by the Chinese Service Center for Scholarly Exchange (CSCSE). For more information, please contact CSCSE directly: +86-10-62677800 (phone) or visit their website(external link that opens in a new tab).

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