GET IN TOUCH
Email
Phone
Physical address
Unit E, Corinthian Office Park
17 Corinthian Drive, Albany 0632
Auckland, New Zealand
Get in touch with us
Send us a message
Read or privacy statement
Unit E, Corinthian Office Park
17 Corinthian Drive, Albany 0632
Auckland, New Zealand
General Insurance is one of the specialist strands within the New Zealand Certificate in Financial Services (Level 5). It is designed for learners who want to develop the knowledge and practical capability required to provide general insurance advice in Aotearoa New Zealand’s regulated financial services industry.
This component covers general insurance concepts, the regulatory framework, risk management approaches, product types, and ethical and professional standards. You’ll learn how to assess client needs, apply the Six Step Advice Process, and develop tailored recommendations that support strong and professional client relationships.
To obtain the full qualification, you would also need to complete the Core component.
If you have not yet completed the Core component, we recommend enrolling in the full programme, which includes both Core and General Insurance.
This 30-credit (approx. 300-hour) strand is made up of the following skills standards, which you will achieve as part of your study:
You can complete this course through a mode that suits your schedule, location, and learning preferences. Online, distance, virtual and in person classes are available (see below).
All learners get access to Radar (Strategi Institute’s online learning platform), academic support, and regularly scheduled support sessions.
Online learning is ideal if you’re working in the financial services industry or want to study independently from anywhere. You’ll complete your learning and assessments through our online learning management system using a computer or tablet.
What’s included:
Distance learning gives you all the benefits of online learning, plus printed course materials delivered to you.
What’s included:
Virtual classroom learning combines online study with the structure of live facilitator-led classes. It is recommended particularly for learners new to the financial services industry. These sessions are delivered via Zoom and include breakout discussions and guided activities.
Virtual classes are scheduled at the beginning of the course as outlined below.
Typical virtual session format:
What’s included:
Once the scheduled virtual sessions are completed, you’ll continue progressing through your assessments and submit them within the course duration. You’ll have access to all standard support options available to distance learners.
Classroom learning provides face-to-face teaching with an expert facilitator and a group of peers. It is recommended particularly for learners new to the financial services industry. These sessions are held at set locations throughout the year.
Classroom sessions are offered at the start of the course as outlined below.
Typical classroom format:
What’s included:
Once the scheduled classes are completed, you’ll continue progressing through your assessments and submit them within the course duration. You’ll have access to all standard support options available to distance learners.
The General Insurance strand is suitable for you if you are working in or intend to work in the financial services industry. It is an appropriate course if you are seeking to advance to a specialist role providing individualised financial advice to meet clients’ personal needs in roles in the general insurance areas.
After completing the qualification, you may be qualified to work in the following roles:
Graduate education pathways
The New Zealand Certificate in Financial Services (Level 5) qualification is made up of two components: Core component and General Insurance strand. If you haven’t completed the Core component you can enrol into the full programme, further information can be found here.
By undertaking additional specialist strands, such as residential property lending, or investment, you can diversify the financial advice services you offer. Alternatively, you could progress onto higher level qualifications in financial services.
At Strategi Institute, we take your wellbeing seriously – we genuinely care about your safety and want to see you succeed.
While you’re studying or interacting with us, you can expect a learning environment where:
Strategi Institute has implemented the Education (Pastoral Care of Tertiary and International Learners) Code of Practice 2021 to support your wellbeing and safety.
The Code sets out the responsibilities of tertiary education organisations in promoting and supporting your wellbeing, development, and educational achievement.
To find out more about the Code, click here.
All learners enrolling in a Strategi Institute course are classified as either domestic or international. We accept both.
To enrol as a domestic student, you must:
A special admission pathway is available on application if you don’t meet this requirement.
Full details of accepted documents and English/academic evidence are in the Enrolment checklist for domestic learners.
All documents must be submitted at least 7 days before your course start date so your enrolment can be processed on time.
Strategi Institute is an approved provider for international students.
To enrol as an international student, you must:
A special admission pathway is available on application if you don’t meet this requirement.
Other requirements:
We strongly recommend this, as ACC cover may not apply to you as an international learner.
Full details of required documents and accepted English/academic evidence are in the Enrolment checklist for international learners.
All documents must be submitted at least 7 days before your course start date.
The student handbook sets out the terms and conditions of your enrolment, including but not limited to the entry criteria, enrolment period, IT requirements, learning contract, health and safety procedures, assessment, reassessment, assessment appeals, extensions, withdrawals, refunds, and complaints.
We also cover the learning support, community support and guidance available to all students.
When enrolling with Strategi Institute, you must read, agree, and adhere to our student handbook.
Feel free to get in touch with us if you have questions regarding the student handbook.
We have briefly outlined the enrolment process below. For full details of the enrolment process and required document(s), please refer to the enrolment checklist.
1
Complete your enrolment form
Click Start Application on the course page, choose your course, study method, and intake date, then enter your details. You can save and resume later if needed.
2
Provide supporting documents
We require certified photo ID (passport or driver’s licence) and may need documents to confirm eligibility, qualifications, and English proficiency.
Certification must be signed, dated in English, and less than six months old. See the Enrolment Checklist for details.
3
Make payment
Pay online by credit card or request an invoice. If using a discount code, select invoice and enter the code. All documents and payment must be received at least 7 days before your intake date.
Please note:
Discounted fees may be negotiated (prior to enrolling) for organisations that commit to enrol 10 or more students with Strategi Institute in one calendar year. Please contact us for more information.
Please contact the Strategi Institute team to discuss your needs.
An intake is the date your course begins, regardless of delivery mode.
Available course start dates vary depending on the delivery mode you choose.
To secure your place in your chosen course, you must complete the enrolment process at least 7 days before your selected intake start date.
This includes:
We recommend starting the process as early as possible to allow enough time to meet all requirements. If you need any assistance or have questions, our friendly team is here to help!
| PAYMENT & FINALISED DOCUMENTS DUE DATE* | COURSE START DATE |
|---|---|
| 25/03/2026 | 01/04/2026 |
| 08/04/2026 | 15/04/2026 |
| 29/04/2026 | 06/05/2026 |
| 13/05/2026 | 20/05/2026 |
5
30
approx. 300 hrs
Part-time = 23 weeks, 13 learning hours per week on average
To start your application, please click on the button below and fill out the application form.
Unlock the knowledge you need. Click the button below for expert answers!
Currently, all our study places for the New Zealand Certificate in Financial Services (Level 5) are allocated. As a result, we cannot, at this time, accept further domestic learner enrolments on strand courses. This may change throughout the year, and we will advise as soon as we are able. Click to access our waitlist.
International learners are still able to enrol, please contact our Student Services team.
All learners can still enrol for all our micro-credential courses, Closing the Gaps, CPD and the Real Estate Salesperson (Level 4) qualification.
For further information, please contact our Student Services team.
Currently, all our study places for the New Zealand Certificate in Financial Services (Level 5) Version 3 are allocated. As a result, we cannot, at this time, accept further enrolments. This may change throughout the year, and we will advise as soon as we are able. Click to access our waitlist.
International learners are still able to enrol, please contact our Student Services team.
Applications for all learners are still open for all our micro-credential courses, Closing the Gaps, CPD and the Real Estate Salesperson (Level 4) qualification.
For further information, please contact our Student Services team.