New Zealand Certificate in Financial Services (Level 5)
Finance
A course by
Otago Polytechnic
An NZQA Level 5 certificate suitable for financial services professionals looking to advance their skills and knowledge and prepare for careers in the finance sector.
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
Specialised knowledge of financial services operations
Develop expert knowledge and practical skills to operate proficiently in the finance industry.
Understand and apply regulatory frameworks
Learn about the regulatory environment for financial services and comply with legal requirements.
Ability to offer personalised financial advice
Gain the skills to advise clients in areas of your specialty such as investment, insurance, or lending.
What You're Signing Up For
This online certificate is designed for those already working in the financial services sector who want to upskill. The programme develops specialised knowledge and practical skills in key areas such as the financial services industry, regulatory frameworks, and offers specialty strands including investment, insurance, and property lending. Graduates will be eligible for employment in advisory and support roles across the financial sector.
Course Content
- Financial Services Industry (core course)
- Regulatory Framework (core course)
- Strand/Specialty options (choose one):
- • Investment
- • Life, Disability, and Health Insurance
- • General Insurance (advising domestic and small business clients)
- • Residential Property Lending
What you need to know first
Minimum 8 NCEA Level 2 credits in English (4 in writing, 4 in reading), or equivalent skills/knowledge.
For learners over 20 without entry requirements: eligibility based on educational or work/life experience indicating likelihood of success.
What sort of industry will this job lead to
Financial Services
Banking
Insurance
Investment
Future employment opportunities might be
Insurance Advisor
Technical Specialist
Advisor Support
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.