This online financial services course is designed for people working in or who wish to enter the financial services industry.
It will give you contextual knowledge for specialist roles within retail and personal services areas of the financial services industry. You will be able to apply understanding of the New Zealand financial services industry in terms of its products, markets, systems, participants and connection with the economic environment.
-
Level5
-
Credits15
-
Cost$518 NZ Domestic$1,520 NZ International
-
EFTS0.125
-
Delivery typeOnline only
-
Teaching weeks 16 weeks
-
Workload Approximately 10 hours per week
-
Prerequisites Check entry and other requirements under the qualification you are studying
For more information watch the course introduction video below.
What you will learn
Students who successfully complete this online course will be able to:
- Recognise appropriate products/services, financial institutions, systems, markets and economic factors that influence financial advice.
- Evaluate the suitability of common products/services to meet client needs.
- Describe financial markets and systems, including the specific roles of key market participants.
- Analyse how key factors in the economic environment impact participants in the financial services sector.
Assessment
This course is 100% internally assessed.
Textbooks
No textbooks are needed for this course.
Computer and internet requirements
To complete this course you will need access to a laptop or desktop computer, reliable broadband internet connection and a data plan able to support online learning such as streaming of videos (including YouTube), downloading content, and writing and submitting online assessments. If you are unsure if your current computer or internet access allows you to complete your online learning with us, please contact us before applying to enrol.
Learn more about our online learning and study tools.
How to enrol
Before enrolling in this course you need to:
- choose the qualification you will study the course under
- check the order that courses in the qualification should be studied in the Qualification Structure table. This is in the Choose courses and apply tab on the qualification page.
Work towards
You can do this course as part of these qualifications:
Certificate
- New Zealand Certificate in Financial Services (Level 5) (General Insurance) [Version 2] (NZ231503)
- New Zealand Certificate in Financial Services (Level 5) (Investment) [Version 2] (NZ231501)
- New Zealand Certificate in Financial Services (Level 5) (Life, Disability, and Health Insurance) [Version 2] (NZ231502)
- New Zealand Certificate in Financial Services (Level 5) (Residential Property Lending) [Version 2] (NZ231504)
Course availability over the next 12 months
2025
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|
Oct
|
Nov
|
Dec
|