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Finance, Accounting and Insurance - Training and progression

Taha Pūtea, Mahi Kaute, Rianga

Training

Melleny Black discussing a project with colleagues.

The right training and support will help you to progress into supervisory and management roles

Training for finance, accounting and insurance jobs varies depending on the area you want to work in. For example,
  • no formal qualifications are required for many insurance and banking jobs, but training is given on the job
  • for many accountancy jobs you will need to complete a tertiary qualification in an area such as accounting or economics.
Once you are in work, ongoing training, examinations and membership of professional bodies are often required.

Peter Webb.

"I couldn't do my job unless I had the information that I've gained through exams and training, but you have to have the right people skills as well."

Peter Webb - Insurance Loss Adjuster

 
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Related courses and training

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Progression

There are many opportunities for progression in finance, accounting and insurance jobs. For example:
  • bank tellers can progress into personal banker, bank manager or financial adviser roles
  • insurance claims officers may move into other roles within insurance such as insurance representative or underwriter
You could also:
  • complete more training to enter a new role, for example, payroll staff could train to work as a financial or management accountant, auditor or economist
  • move into supervisory or management positions
  • become self employed or work as a consultant.

Entry level

Type of training

People are usually trained on-the-job in these roles and can complete ongoing training and/or become a member of a professional body.

Diploma or degree

Type of training

A diploma or a degree is required to enter the role. For some jobs you may also need to have experience in the industry, complete ongoing training or become a member of a professional body.

Degree, further training, and/or experience

Type of training

A degree is required to enter the role, or for senior or management positions you need to have experience in the industry. You may also need to complete ongoing training and beocme a member of a professional body.

Jobs include

Jobs include

Jobs include

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