New Diploma Course for Financial Advisers

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Massey University and Kaplan Professional have launched an online course for financial advisers – the Diploma in Business Studies (Financial Advice) – with the next intake starting 5 June.

Massey Business School International and Strategic Partnerships Director Dr. Jeff Stangl says anyone who has completed an eligible and equivalent level 5 qualification from any institution in New Zealand can enrol in the course, and complete just two additional subjects to achieve a higher qualification.

“Undertaking the diploma in advance of any required regulatory changes will place financial advice providers and advisers themselves at a competitive advantage,” says Stangl.

Massey Business School International and Strategic Partnerships Director Dr. Jeff Stangl
Massey Business School International and Strategic Partnerships Director Dr. Jeff Stangl.

“The diploma provides entry into Massey University’s Bachelor of Business Financial Planning and Advice, which is unique to the New Zealand market.

“By completing both the certificate and diploma and earning credits, advisers can take incremental steps towards achieving a full bachelors degree.”

Advisers can choose two subjects from a range of specialist electives, including:

  • Client engagement skills
  • Ethics in financial advice
  • Investment
  • Life, disability and health insurance
  • General insurance
  • Residential property lending

Kaplan Professional CEO Brian Knight says a key feature of the diploma is its focus on the development of fundamental financial advice skills.