Have you considered the Certificate in Financial Advice?

After the unprecedented past two years, perhaps you’re considering expanding your knowledge and skill set? You may even be considering a change in careers.

If you’ve ever thought about financial services, the Certificate in Financial Advice may be for you. Depending on your previous experience, you should be able to capitalise on a crossover in skill set from other finance disciplines.

The 100% online programme is co-delivered with Kaplan Professional, Australia’s leading provider of financial services education and is mapped to the New Zealand Certificate in Financial Services (Level 5), Version 2, which meets the education standard required by the Code of Professional Conduct for Financial Advice Services.

Hear how two of your peers, Sandra Durston and Sam Knight, have benefited from the Certificate in Financial Advice.

About the Certificate in Financial Advice

The programme consists of one compulsory subject (Introduction to Financial Advice) and one elective subject as a specialisation depending on your career goals. Areas of specialisation include:

  • Investment
  • Life, disability and health insurance
  • General insurance
  • Residential property lending

The next upcoming intakes for the rest of the year are:

  • 8 August
  • 10 October
  • 12 December

On completion of the Certificate in Financial Advice, you’re eligible to enter the Diploma in Business Studies (Financial Advice). You may also be eligible for entry into the Bachelor of Business (Financial Planning and Advice) – the only qualification of its kind in New Zealand.

Eager to find out more?

The fee for the Certificate in Financial Advice is NZD $1,800. This includes a complimentary 12-month CPD subscription to Ontrack – Kaplan Professional’s market-leading continuing education platform and access to up to eight financial services-focused short courses depending on your specialisation.

Additional elective subjects can be added for NZD $900 each.

Enquire now

Call 0800 859 849 (Monday to Friday 9:00am to 5:30pm NZST) or email courseadvice@kaplan.edu.au.

For corporate enquiries, please email corporate@kaplan.edu.au