From trade skills to financial expertise: a strategic journey in professional advancement 

Michael Dent is a qualified and accredited Mortgage & Risk Advisor - Life, Income, Health and Disability based in Rotorua. After a long fulfilling career as a self-employed tradesperson, he decided to take on a different career path in the financial services sector.

Michael was introduced to the financial advice courses delivered by Massey University in partnership with Kaplan Professional by a representative promoting the Diploma in Business Studies (Financial Advice).

At that time, he was only looking for the legislated minimum level 5 qualification requirement, thinking it would be easier to achieve. However, after starting a level 5 course with an alternative education provider, he realised this merely put him on par with others in the industry.

Part of Michael’s drive to take on the higher-level qualification was his knowledge of the financial advice sector in Australia, where financial advisers are now required to hold a level 8 qualification and he felt that New Zealand tends to follow suit. For Michael, attaining a level 6 qualification with the Diploma in Business Studies (Financial Advice) is a strategic move to stay ahead and stand out in his field.

“Attaining a level 6 qualification with the Diploma of Business Studies (Financial Advice) has significantly elevated my professional standing. It sets me apart from the majority of qualified financial advisers that only hold the level 5 qualification. Overall, I have improved my ability to give more in-depth advice and provide a comprehensive service to my clients.”

‘My top advice for those considering a career as a financial adviser is to consider going beyond the minimum requirements. If you’re in a smaller office or wear multiple hats, as I do, the additional qualifications can set you apart and enhance your ability to provide comprehensive advice. If you’re able to handle the format of remote 100% online learning, pushing yourself to achieve the Diploma in Business Studies (Financial Advice) is well worth the effort. The difference in the level of preparation and the depth of knowledge gained is significant, and it can help provide a substantial professional edge in the industry.”