Certificate in Financial Advice

Program Overview

Massey University's Certificate in Financial Advice equips students with the knowledge and skills to become financial advisors in New Zealand. Offered online and part-time, the program covers investment, insurance, and residential property lending advice. Graduates are eligible to register as financial advisors and pursue careers in financial institutions, insurance companies, and wealth management firms.

Program Outline

This qualification is designed to equip you with the necessary knowledge and skills to pursue a career as a financial advisor in New Zealand. It aligns with the New Zealand Certificate in Financial Services (Level 5), Version 2, and meets the Code of Professional Conduct for Financial Advice Services.

Objectives:

• Provide students with a comprehensive understanding of the financial advice industry in New Zealand.
• Equip students with the essential knowledge and skills required to provide financial advice in various areas, including investment, insurance, and residential property lending.
• Prepare students for the requirements to become a registered financial advisor in New Zealand.

Description:

The Certificate in Financial Advice is offered online and part-time, allowing you to study at your own pace and location. The program consists of two 30-credit courses, which can be completed in as little as 12 weeks if you choose to study full-time.

Outline:

Structure:

• Two 30-credit courses
• Can be completed in 12 weeks of full-time study or up to 8 years of part-time study
• Offered online

Course Schedule:

• Semester Two (early): Starts June 3, 2024, enrollment closes May 26, 2024
• Semester Two (late): Starts August 5, 2024, enrollment closes July 28, 2024
• Summer School (early): Starts October 7, 2024, enrollment closes September 29, 2024
• Summer School (late): Starts December 9, 2024, enrollment closes December 1, 2024

Compulsory Course:

• Introduction to Financial Advice (125179): Provides knowledge of the financial advice industry, including regulatory requirements and professional practice.

Courses from the Schedule:

• Essentials of Investment Advice (125143): Provides essential knowledge of the principles and practice of investment advice.
• Essentials of Insurance Advice - Life, Disability, and Health (125155): Provides essential knowledge of the principles and practice of insurance advice for life, disability, and health.
• Essentials of Insurance Advice - General (125156): Provides essential knowledge of the principles and practice of general insurance advice.
• Essentials of Residential Property Lending Advice (125163): Provides essential knowledge of the principles and practice of residential property lending advice.

Assessment:

Assessment methods:

• Written assignments
• Case studies
• Examinations

Assessment criteria:

• Knowledge and understanding of relevant financial advice principles and regulations
• Ability to apply financial advice knowledge and skills to real-world scenarios
• Effective communication and interpersonal skills

Teaching:

Teaching methods:

• Online learning platform with interactive modules and resources
• Tutor support
• Online forums and discussion boards

Faculty:

• Experienced and qualified financial advisors and educators

Unique approaches:

• Collaboration with Kaplan Professional, a leading provider of financial services education in Australia

Careers:

Potential career paths:

• Financial advisor
• Mortgage broker
• Financial planner

Career opportunities:

• Financial institutions
• Insurance companies
• Mortgage brokerages
• Wealth management firms

Career outcomes:

• Upon successful completion of the program, graduates will be eligible to become registered financial advisors in New Zealand.
• Graduates will be equipped with the necessary knowledge and skills to pursue a successful career in the financial advice industry.

Other:

• The total fee for the Certificate in Financial Advice is $1,800.
• Additional elective subjects (specializations) can be added for $900 each.
The program provides a comprehensive education in financial advice principles, regulations, and practices, and prepares graduates for the requirements to become a registered financial advisor in New Zealand. With its flexible online format and affordability, this program is an excellent option for individuals seeking to advance their careers in the financial sector.