Massey University Offers Adviser Training


Massey University has partnered with Kaplan Professional to help advisers obtain the New Zealand Certificate in Financial Services (Level 5) [Version 2].

Financial advisers with a transitional licence will have two years in which to achieve the qualification if they want to continue offering financial advice after their licence expires.

Advisers studying with Massey University will have one-year’s access to Ontrack, Kaplan Professional’s continuing education platform (the firm has been servicing Australia’s financial industry for more than 20 years).

Dr Jeff Stangl, Massey Business School International and Strategic Partnerships Director, says the programme combines the academic rigour of a Massey qualification with the professional education expertise provided by Kaplan Professional.

“The resultant offering aspires to raise the bar for New Zealand’s financial services education, benefiting financial practitioners and strengthening New Zealand’s financial markets alike,” he says.

The Certificate in Business Studies (Financial Services Pathway) will be delivered online and New Zealand advisers will have access to personalised support.

The course costs $1,800 and includes the compulsory Financial Advice Fundamentals course, plus one elective specialisation (investment; life, disability and health insurance; general insurance; or residential property lending). Additional specialisations are $900 each.