New Zealand Certificate in Financial Services Programme

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1 New Zealand Certificate in Financial Services Programme Level 5 This programme is specifically designed for individuals who are working in the financial services industry and who want New Zealand AFA status qualifications.

2 Enrolment for the NZ Certificate in Financial Services Level 5 is now Open! Eagerly awaited by personal risk advisers, brokers and financial advisers, our new Level 5 Certificate Qualification will align you with the new national AFA requirements. Our course modules have been developed with the student in mind, and we ve made each study guide and assessment more user friendly and relevant. Our programmes are delivered online, with the option of specialised support workshops if required. So don t delay. Register online today and gain full AFA qualification status!

3 Financial Services Level 5 Programme for the NZ Certificate in Financial Services L5 The Financial Services Level 5 Programme is designed for professionals wanting to provide specialist knowledge and skills in investment and financial advice, general insurance, life and health insurance and residential property lending. You can enrol in the entire programme, or alternatively on a module by module basis. The programme is self-directed and delivered on-line over eighteen months. Who is this Programme for? Financial Adviser roles: It is of particular relevance to those providing personalised financial advice, particularly those seeking to become Authorised Financial Advisers, for whom this qualification is a regulatory requirement. Investment roles: Planners, investment/advisers, custody officers, financial services regulators, investment product managers, and business managers. Personal Risk roles (Life & Health module): senior underwriters, accounts managers, product and claims specialists, risk advisers, branch managers, domestic and senior brokers. General Insurance Risk roles (General Insurance module): senior underwriters, accounts managers, product and claims specialists, risk advisers, branch managers, domestic and senior brokers. Residential Property Lending Adviser roles: credit managers, private bankers, mortgage brokers, mortgage advisers and financial advisers.

4 Programme Pathways Module 1 Core Knowledge (NZQA 40 credits) This module provides an understanding of the level of professionalism required in the financial services industry. You will gain an understanding of the wider financial services environment and researching fit for purpose solutions. Choose one or more of the following modules. Module 2 Financial Advice (30 NZQA credits) This module provides an understanding of the legislative and regulatory requirements of category 1 advisers, and applying the six step financial advice process to provide professional client service, compulsory for AFA status. Module 3 Investment (NZQA 25 Credits) This module provides an understanding of investment concepts, as well as the regulatory and legislative environment in which they are required to operate. You will apply the principles of investment analysis through your knowledge of products and services to provide client focused investment solutions, compulsory for AFA status. Module 4 Personal Risk (Life & Health) Insurance (NZQA 25 Credits) This module provides an understanding of risk management concepts and the legislative and regulatory environment associated with personal risk insurance. You will gain a broad understanding of products and services available to provide fit for purpose solutions in terms of life and health. Module 5 General Risk Insurance (NZQA 25 Credits) This module provides an understanding of risk management concepts and the legislative and regulatory environment associated with general insurance. You will gain a broad understanding of products and services available to provide fit for purpose solutions. Module 6 Mortgage Adviser (NZQA credits 20 credits) This module provides the knowledge and skills required to understand residential property lending concepts and the legislative and regulatory environment in which a mortgage adviser operates. You will learn the relationship between residential property lending products and individual needs, and the ability to provide fit for purpose solutions for borrowing. To find out more about these modules,or if you would like further information about Module 7 Personal Lending (NZQA credits 20 credits) Module 8 Banking (NZQA credits 20 credits) Module 9 Trustee Services (NZQA credits 20 credits) Call or us at info@professionaliq.co.nz

5 Already have your AFA status, but want to update your qualification or skills and knowledge to comply with the Code? Complete our bridging programme and you ll also gain CPD points. Not sure how you shape up? Why not try our online self assessment Quiz! It s easy. Our competency quiz is ready. Simply go online and run through it for yourself. We ll send you your score, let you know if there are gaps in your knowledge - and which courses you may need to look at. It s never been easier to show the regulator that you are a trusted and qualified professional. Get up to speed and check your knowledge and skills! Complete the bridging programme & gain CPD points. Enrol now and take the free self assessment

6 Professional IQ College Based in Auckland, New Zealand, Professional IQ College is one of New Zealand s leading providers of education and professional development for those working in the insurance and financial services industries. Established in 2009, Professional IQ College is a Private Training Establishment (PTE) registered with NZQA and delivers NZQA NZ certificates and diplomas in financial services as well as industry certificates and diplomas throughout the financial services sector.