New Zealand Certificate in Financial Services (Level 5) with strands in Banking, Financial Advice, Life and Health Insurance, Residential Property Lending

Pending approval

Programme highlights

Want to get your foot in the door within the financial services industry? 

Study the nationally recognised New Zealand Certificate in Financial Services to open up career opportunities for you in the dynamic world of Banking, Financial Advice, Insurance or Residential Property lending.

Our programme offers real-world experiences while you study and opportunities to network with the world of business.

Take advantage of our flexible learning options to study full-time, part-time or while you are still working. Our resources fully support a range of study options – so have a chat with us to plan the best study solution for you.

Choose a strand

Complete this certificate by starting with the two compulsory core courses in professional practice and financial advice in the financial services industry. Then choose your specialised strand to match your career objectives, from:

  • Banking
  • Financial Advice
  • Life and Health Insurance
  • Residential Property Lending.

Download the Programme Guide and Timetable

Flexible study option

Key facts

Start Month(s) February; July
Study Location(s) MIT Manukau
Level 5
Domestic fees Pending approval
Youth Guarantee Not available
Programme Code NZ2315
Duration

Banking, Life and Health Insurance and Residential Property Lending:

19 weeks full-time (includes 3 weeks of breaks), or part-time

Financial Advice: 

30 weeks full-time (includes 6 weeks of breaks), or part-time.

Study Method Full-time or part-time with flexible learning options
Credits 60-70
International Fees Pending approval
Māori and Pasifika Trades Training Scholarship Not available
Qualification New Zealand Certificate

Need help applying?

We're here to support you to succeed.

If you need help with applying or advice on choosing a programme, our Information and Application Centre is here to give you guidance.

Send us a message, call us on 0800 62 62 52 or come in and see us.

Information is correct as at August 2017. Programme fees may vary depending on your final selection of courses that make up your programme. To provide you with an indication of costs, the approximate fees quoted on this website are based on the indicative 2018 fee structure. [Programmes stated as eligible for free study in 2018 are based on the 2017 fee structure and subject to funding confirmation for 2018.] All fees are in New Zealand Dollars. If your fees are paid by credit card, a credit card fee will be payable in addition to programme fees. You will be advised of the current fees at the time of enrolment. All courses and programmes will proceed subject to numbers and academic approval. Manukau Institute of Technology is accredited under the provisions of the Education Act 1989.

Entry requirements

Applicants must meet the following criteria

  • a minimum of 14 numeracy credits at Level one or higher in Mathematics or Pāngarau on the Directory of Assessment Standards; and
  • fifty credits at Level two or above with at least 12 credits in each of three subjects including a minimum of 8 literacy credits at Level 2 or higher in English or Te Reo Māori; of which 4 credits must be in reading and 4 credits must be in writing; and
  • The literacy credits will be selected from a schedule of approved achievement standards and unit standards found on the NZQA website; or
  • Equivalent to the above.

English Language Entry Requirements

English language requirements for all applicants

Applicants must have sufficient competence in the English language to undertake this programme which is taught and assessed in English. This will be demonstrated by meeting the current NZQA requirements.

For the minimum English language requirements refer to: manukau.ac.nz/english-req

International students

Test your English level to help you plan.

Take our free online English test to get a basic indication of your English level. This will help you understand what programmes you can apply for and what preparation you may require before you start your programme of study.

Find out now.

Provisional Entry

Students who have attained the age of 20 years and do not hold the minimum entry requirements for a programme will be eligible to be enrolled as a student where their previous educational, work or life experience indicates they have a reasonable likelihood of success. Students who have not attained the age of 20 years and do not hold the required minimum entry requirements for a programme may also be eligible to enrol in exceptional circumstances. Such decisions will be made by the Faculty Dean.

Career opportunities

Graduates of this qualification may choose to progress into other financial services or business qualifications at higher levels such as the Bachelor of Applied Management.

Graduates may be qualified to work within specialisations such as:

  • Banking: branch managers (retail), relationship managers (small business and wholesale inclusive), senior relationship managers (small business and wholesale inclusive), investment specialists, branch managers, associate private bankers, private bankers , risk and compliance managers
  • Financial Advice: Financial Advisers (particularly those seeking to become Authorised Financial Advisers, for whom this strand is a regulatory requirement)
  • Life and Health Insurance: senior underwriter, accounts manager (customer/client), product specialist, claims specialist, senior risk advisor, risk advisor, branch manager, domestic broker, senior broker, broker
  • Residential Property Lending: credit managers, private bankers, mortgage brokers and financial advisers

Programme structure

You  will need to complete the following courses
Core courses

Professional practice in the financial services industry (15 credits)

Learn about the level of professionalism required in the financial services industry.

Finance advice research and analysis processes (15 credits)

Gain understanding of the wider financial services environment and research fit for purpose financial or insurance solutions.

You will also need to complete the following courses specific to your chosen strand:

Banking strand

Banking services within financial markets and systems (15 credits)

Demonstrate an understanding of banking services within financial markets and the nature of the economic impacts.

New Zealand banking environment (15 credits)

Gain the knowledge to select and apply banking products and services to meet customer needs.

Financial Advice strand

Financial advisers authorized framework (15 credits)

Demonstrate an understanding of the legislative and regulatory requirements of category 1 advisors.

The financial advice process (15 credits)

Learn how to apply the six step financial advice process to provide professional client service.

Financial markets and systems (10 credits)

Gain an understanding of financial advice services within financial markets and the nature of the economic impacts.

Life / Health Insurance strand

Insurance services within financial markets and systems (15 credits)

Demonstrate an understanding of life and health insurance services within financial markets and the nature of the economic impacts.

Life and health insurance principles, products and processes (20 credits)

Learn about risk management concepts associated with personal risk (life and health) insurance.

Residential Property Lending strand

Residential property lending within financial markets and systems (15 credits)

Demonstrate an understanding of residential property lending services within financial markets and the nature of the economic impacts.

Residential property market and borrowing (15 credits)

Learn the skills required to understand residential property lending concepts and the relationship between residential property lending products and individual needs, and the ability to provide fit for purpose solutions for borrowing.

Key dates

To find the start date of your programme intake listed above, please view the Academic year and key dates.

Further training or study

Bachelor of Applied Management (Level 7)

Offered by

Faculty of Business and Information Technology, MIT Manukau, Corner of Manukau Station Road and Davies Avenue, Manukau (directly above Manukau Station)

Need help applying?

We're here to support you to succeed.

If you need help with applying or advice on choosing a programme, our Information and Application Centre is here to give you guidance.

Send us a message, call us on 0800 62 62 52 or come in and see us.

Information is correct as at August 2017. Programme fees may vary depending on your final selection of courses that make up your programme. To provide you with an indication of costs, the approximate fees quoted on this website are based on the indicative 2018 fee structure. [Programmes stated as eligible for free study in 2018 are based on the 2017 fee structure and subject to funding confirmation for 2018.] All fees are in New Zealand Dollars. If your fees are paid by credit card, a credit card fee will be payable in addition to programme fees. You will be advised of the current fees at the time of enrolment. All courses and programmes will proceed subject to numbers and academic approval. Manukau Institute of Technology is accredited under the provisions of the Education Act 1989.