Program Overview

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Certificate in Financial Advice – CertFinAdvice

The Certificate in Financial Advice is designed to provide introductory specialist knowledge and financial advice skills, preparing students for entry into the financial advice industry. This qualification is delivered in conjunction with Kaplan Professional, Australia’s leading provider of financial services education.

Overview

• The Certificate in Financial Advice combines introductory specialist knowledge with financial advice skills.
• It meets the standard required by the Code of Professional Conduct for Financial Advice Services in New Zealand.
• The qualification is mapped to the New Zealand Certificate in Financial Services (Level 5), Version 3.

Type of Qualification

• Certificate

Level of Study

• Undergraduate study
• NZQF level 5

Time to Complete

• 12 weeks of full-time study
• Part-time available

Where You Can Study

• Distance and online

International Students

• Not open to international students

Key Dates

• Admission application due dates
• Course enrolment dates for accepted students
• Semester dates

Study a Certificate in Financial Advice – CertFinAdvice

The Massey University Certificate in Financial Advice is designed to prepare students for entry into the financial advice industry. It combines introductory specialist knowledge with financial advice skills.

Duration

• The Certificate in Financial Advice consists of 2 courses worth 30 credits each.
• The duration of each 30 credit course is 12 weeks.
• If you choose to study full-time, you can complete the certificate in 12 weeks by studying 2 courses at the same time.
• If you choose to study part-time, you will have up to 12 months from your initial enrolment date to complete the certificate.

Further Study

• Continuing Professional Development (CPD) of ongoing competence and knowledge to deliver advice is essential for practising Financial Advisers (FAs) and Nominated Representatives (NRs) under The Code of Professional Conduct for Financial Advice Services – Standard 9.

Entry Requirements

Admission to Massey

• All students must meet university entrance requirements to be admitted to the University.

Specific Requirements

• There are no specific entry requirements for this qualification, outside of university admission regulations.

Start Dates

• This qualification can be started in January, April, June, August, October, or December.
• All the courses in this qualification are offered 6 times each year.

English Language Requirements

• To study this qualification, you must meet Massey University's English language standards.

Structure of the Certificate in Financial Advice

• If you study full-time, you will take two 30-credit courses at the same time.
• If you study part-time, you will have 12 months in which to complete the certificate, but the study and assessment for each course must be completed within the specified 12-week period.

Courses and Specialisations

Compulsory Course

• Introduction to Financial Advice (30 credits)

Courses from the Schedule

• Essentials of Investment Advice (30 credits)
• Essentials of Insurance Advice - Life, Disability, and Health (30 credits)
• Essentials of Insurance Advice - General (30 credits)
• Essentials of Residential Property Lending Advice (30 credits)

Fees and Scholarships

2026 Tuition Fees

• Domestic students: $3,707
• International students: Not applicable

Fees Free Scheme

• The New Zealand Government offers fees-free tertiary study for eligible domestic students.

Scholarship and Award Opportunities

• Search our scholarships and awards

Careers and Job Opportunities

• On successful completion of the Certificate in Financial Advice, you will meet the new requirements for providing financial advice in New Zealand set in the Code of Professional Conduct for Financial Advice Services.

Related Study Options

• Finance – Bachelor of Business
• Finance – Master of Business Studies
• Financial Advice – Diploma in Business Studies
• Financial Analytics and Research – Master of Finance
• Financial Planning and Advice – Bachelor of Business
• Financial Technology – Master of Finance
• Personal Financial Planning – Graduate Diploma in Business Studies
• Risk Analytics – Master of Finance

Related Content

• Planning your study
• Application process overview
• Semester dates

Colleges

• Massey Business School
• College of Creative Arts
• College of Health
• College of Humanities and Social Sciences
• College of Sciences

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