New Zealand Certificate in Financial Services with strands in Financial Advice, Investment, Life and Health Insurance, General Insurance, Residential Property Lending, Personal Lending, Banking, and Trustee Services

Summary

The purpose of this qualification is to provide the financial services industry with individuals who have specialist operational and theoretical knowledge and skills in financial services.

This qualification is suitable for individuals who are working in or who wish to enter the financial services industry. It is an appropriate qualification for those seeking to advance to specialist roles and/or enhance their skills and knowledge within retail and personal services areas of the financial services industry.

The Financial Advice strand is of particular relevance to those seeking to provide personalised financial advice. Graduates will be capable of self-management in roles in: Financial Advice; Investment; Life and Health Insurance; General Insurance; Residential Property Lending; Personal Lending; Banking; Trustee Services.