New Zealand Certificate in Financial Services

Strategi Institute Limited

Subject area

Banking and Finance


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.

Entry requirements

TEOs arranging training or delivering programmes towards this qualification must ensure that the training arranged and programmes of learning delivered are kept up-to-date with regard to amendments to, and replacements of, relevant legislation, regulations and ISO/Australia/New Zealand Standards.

For the purposes of this qualification, references to 'banking' and derivatives of that term are intended to include a range of organisations and institutions that provide similar services and products, including registered banks, non-bank deposit takers, and non-bank lenders.

The Six Step advice process referenced in this qualification is documented in Standard ISO 22222:2005 Personal Financial Planning - Requirements for Personal Financial Planners. However, candidates are not expected to know and apply this at the level of detail that is contained in the formal ISO 22222 Standard document. An appropriate level of working knowledge is available in many summarised forms that are published by local and international financial planning industry participants.

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.

What graduates earn

Graduates who studied Banking, Finance and Related Fields at this level can earn:


Median earnings one year after study


Median earnings two years after study


Median earnings five years after study

Status one year after study

Employment rate two years after study


Employment rate two years after study

Scholarship information

Examples of related scholarships

Reserve Bank of New Zealand University Scholarships

Provided by:

Reserve Bank of New Zealand - Human Resources Adviser



$10,000 each

Read more

Reserve Bank of New Zealand Māori and Pacific Islands' Scholarship

Provided by:

Reserve Bank of New Zealand - Human Resources Adviser



$1,500 in first year, increasing to $2,500 in second year and to $3,500 in the final year of study.

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: (09) 414 1300
Fax: (09) 442 5098

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

The MyQ data is compiled by the Tertiary Education Commission based on responses to the MyQ survey provided by recent graduates of this qualification.

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

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