New Zealand Certificate in Financial Services

Open Polytechnic

Subject area

Banking and Finance



20 Weeks

Total student fees


over 20 Weeks - details

Check out Fees Free to see whether you are eligible for a year of fees-free study or two years industry training. Contact your provider to confirm your study options meet the criteria.

About the course

What can I expect out of this qualification?

The purpose of this qualification is to provide the financial services industry with individuals who have specialist operational and theoretical knowledge, competency, and skills in financial services.

This qualification is suitable for individuals who are working in or who intend entering the financial services industry. It is an appropriate qualification for those seeking to advance to specialist roles and/or enhance their skills and knowledge within retail and personal services areas of the financial services industry.

Depending on the strand achieved, graduates will be capable of providing individualised financial advice to meet clients' personal needs in roles in: Investment; Life, Disability, and Health Insurance; General Insurance; Residential Property Lending; Personal Lending; Banking; Trustee Services.

Graduates of the General Insurance strand will also be capable of providing advice to domestic and small business clients.

Key Information for Students

Entry Requirements

Minimum requirements

Academic Entry Requirements Applicants must have: a minimum of eight NCEA Level 2 credits in English, four in writing and four in reading, or be able to demonstrate equivalent knowledge or skills. Applicants who have attained the age of 20 years and do not hold the minimum entry requirements will be eligible to be enrolled where their previous educational, work or life experience indicates they have a reasonable likelihood of success. English Language Entry Requirements If English is the not the applicant's first language, applicants will need an IELTS Academic score of 5.5 with no band score lower than 5, or equivalent

Detailed requirements

See provider website for more details about entry to this qualification.


20 Weeks

Tuition Fees

Annual Total qualification
Student fees
(what you pay)
$1,910 $1,910
Government tuition subsidy
(what the government pays)
$3,488 $3,488
Total $5,398 $5,398

StudyLink website – information about student loans

A Compulsory Student Services Fee may be charged, see your provider for details.

Student Success


National Graduate Outcomes

Outcomes for students who completed qualifications at the same level and in the same subject area, three years after completion:

Median earnings N/A
Earnings range N/A
In employment N/A
In further study N/A
On a benefit N/A

All KIS information is the most recent data available and relates to domestic students only.

Click here for more information about the Key Information for Students

Scholarship information

Examples of related scholarships

Wakatū Tertiary Education Scholarship

Provided by:

Wakatu Incorporation New Zealand



Fees and Books

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Lake Taupo Charitable Trust Education Grants

Provided by:

Lake Taupo Charitable Trust



Determined by Trustees

Read more

This information comes from Generosity New Zealand. For more scholarships, search their givME database (formerly called BreakOut) via your college, university or local library website.

Contact details

Main Campus Office

Phone: (04) 913 5300
Fax: (04) 913 5308

Please contact the provider for details of where this qualification is offered.

Where does this information come from?

The Key Information for Students data is compiled by the Tertiary Education Commission based on information provided by tertiary education providers and the Ministry of Education. Remember to check the provider’s website for further details.

NZQA supplies all other information based on material from the provider.

What to do if you find incorrect course information

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