Industry Training Organisation: Industry Training Organisations (ITOs) are set up by industry but recognised by government. They coordinate training on behalf of those industries, define national skill standards and qualifications, broker training to meet the needs of employees in industry – linking individual workplace learning to national industry skill needs. ITOs work with other parties, including education and training providers, funders and government.
Category 1: Excellent - The institute has been assessed and received two Highly Confident judgments from NZQA. This means they have excellent educational performance and excellent self-assessment capability.
Category 2: Good - The institute has been assessed and received two Confident judgments from NZQA. This means they have good educational performance and good self-assessment capability.
Category 3: Not Yet Confident - The institute has been assessed and recieved a Not Yet Confident judgment from NZQA. This means NZQA is not yet confident in their educational performance or self-assessment capability.
Category 4: Not Confident - The institute has been assessed and recieved a Not Confident judgment from NZQA. This means NZQA is not confident in their educational performance or self-assessment capability.
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60 Highbrook Drive ,
Management and Commerce
Banking, Finance and Related Fields
Banking, Finance and Related Fields not elsewhere classified
Not supplied by Institute
Minimum Entry Requirements:
Not provided by Government. NZQA
Additional Entry Requirements:
Not provided by Government. NZQA
The purpose of this qualification is to provide the financial services industry with individuals who have attained broad operational and theoretical knowledge of financial services.
This qualification is suitable for individuals who wish to enter or progress their employment within the financial services industry and/or advance their skills and knowledge.
Graduates will be capable of carrying out financial services roles under broad guidance in Banking, Family/Personal Budgeting, or Insurance related roles.
Graduates of this qualification will be able to:
- Operate with broad understanding of the financial services environment in New Zealand in terms of the structure, key sector interactions, economic environment and their interrelationship with consumer needs.
- Apply legislation, regulations, ethics, risk and compliance and apply under broad organisational guidelines, with awareness of the wider regulatory environment.
- Apply broad knowledge of services and products available across the financial services industry to meet identified customer needs.
- Relate to, and apply understanding of, customer attitudes within financial services and cultural contexts when developing customer solutions.
Graduates of the Banking strand will also be able to:
- Apply broad understanding of lending principles, different types of account structures and personal and home lending options to a range of standard banking needs.
- Operate with a broad understanding of banking structures.
Graduates of the Family/Personal Budgeting strand will also be able to:
- Apply family/personal budgeting advice processes and practices within a broad community context to enable clients to become financially capable and independent.
Graduates of the Insurance strand will also be able to:
- Apply different types of Fire & General, and Life & Health, insurance product options to a range of standard risk situations.
This qualification may follow on from Personal Financial Capability qualifications. These qualifications are not a prerequisite for this qualification.
Graduates of this qualification may choose to progress into other financial services qualifications.
Graduates may be qualified to work in entry level or intermediate roles such as:
Banking strand: banking consultants, personal bankers (retail), assistant relationship managers, operations roles (back office support to front line).
This strand could also lead to entry level trustee roles such as: client adviser (entry level), trust officer (entry level), operations roles (back office support to front line), client manager/relationship managers.
Family/Personal Budgeting strand: community budgeting advisers.
Insurance strand: underwriter, assistant underwriter, claims officer, claims recoveries officer, account executive, sales support officer, support broker, broker, assistant broker.
Information in this section is provided by Tertiary Education Commission and s updated on a regular basis. If this information is incorrect, please contact TEC to update it. Information below only relates to Domestic Students.
Total Enrolments for New Zealand Certificate in Financial Services for 2015: 0, 2016: 0, 2017: 0 and 2018: 0
Age Distribution by Year
Sorry, there are no enrolment records for this course in 2016, 2017, and 2018
Gender Distribution by Year
Sorry, there are no enrolment records for this course in 2016
Sorry, there are no enrolment records for this course in 2017
Sorry, there are no enrolment records for this course in 2018
Enrolment Numbers by Year
Sorry, there are no enrolment records for this course