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Unit E, Corinthian Office Park
17 Corinthian Drive, Albany 0632
Auckland, New Zealand
The New Zealand Certificate in Financial Services (Level 5) version 2 (NZCFS Level 5 V2) is the benchmark qualification if you want to provide regulated financial advice. This programme is split into two components: Core strand and Investment strand.
Successful completion of this strand will result in 35 credits:
Successful completion of this strand will result in 30 credits:
This programme gives you a choice of four different delivery modes:
Face-to-face classroom
Classroom learning is ideal if you are looking to gain self-confidence and business credibility. It is also appropriate if you work in the financial services industry but are not necessarily an adviser. Strategi Institute schedules expert facilitator-led face-to-face classrooms quarterly or as demand requires. You can attend a Strategi Institute public class, or we can arrange bespoke classrooms for groups, corporates, and networks.
The face-to-face classroom for the Core strand is conducted over two full days, and an additional two full days for the Investment strand. The delivery of each face-to-face class includes pre-session and post-session readings/activities you are required to complete in your own time.
If you are new to the industry, we encourage you to choose a classroom delivery mode for this programme.
Virtual classroom
This is the best of both worlds – the flexibility of online learning combined with peer group interaction and an expert facilitator!
Facilitator-led virtual classroom sessions via Zoom that either run over:
In addition, you can attend a Q&A session on each strand to seek support and ask questions you may have about assignment requirements.
The delivery of each virtual class includes pre-session and post-session readings/activities you are required to complete in your own time.
Enrolling on the virtual classroom sessions provides added value to you:
If you are new to the industry, we encourage you to choose a classroom delivery mode for this programme.
Distance
This option provides you with all the benefits of online learning (outlined below), plus printed course material if you want to learn in your own time and want to make handy notes on the study material. Assignments are submitted online via Radar (Strategi Institute’s online learning platform).
You can access academic support and resolve assignment-related queries via online chat, phone, email, or regularly scheduled assignment support sessions.
Online
Online learning is ideal if you have experience working in the financial services industry or want to spend as little time away from your business as possible. It is best suited if you do not wish to spend the time or money attending a classroom-based course and if you can study and complete assignments using a computer or tablet. The manuals and assignments are all provided online via the Strategi Institute online learning platform, Radar.
You can access academic support and resolve assignment-related queries via online chat, phone, email, or regularly scheduled assignment support sessions.
This programme is suitable for you if you are working in or intend to work in the financial services industry. It is an appropriate programme if you are seeking to advance to a specialist role providing individualised financial advice to meet clients’ personal needs in roles in the investment areas.
After completing this qualification, you may be qualified to work in the following roles:
Graduate education pathways
Once you have completed this qualification, you could complete additional specialist strands to provide financial advice in other areas such as life, disability, and health insurance, or residential property lending. Alternatively, you could progress onto higher level qualifications in financial services.
At Strategi Institute, we take your physical and emotional welfare seriously – we genuinely care about your safety and want to see you succeed.
While studying or interacting with us, you can be assured that this is a place where:
Strategi has implemented the Education (Pastoral Care of Tertiary and International Learners) Code of Practice 2021 to support your wellbeing and safety.
The Education (Pastoral Care of Tertiary and International Learners) Code of Practice 2021 (the Pastoral Care Code) sets out the roles and responsibilities of tertiary education organisations (TEOs) in promoting and supporting your well-being, development, and educational achievement.
To find out more information, please click here.
To enrol as a domestic student, applicants must be a New Zealand citizen or a New Zealand resident; however eligible visa holders may be entitled to enrol subject to all legal requirements being met.
Applicants must be 18 years of age or older. Applicants must demonstrate English proficiency equivalent to NCEA Level 1 in English, as the medium of instruction is English. If you do not have NCEA Level 1 in English, then we will require IELTS 5.5 with no band score lower than 5; or equivalent.
Prospective students may be required to participate in an interview prior to enrolment. Enrolment is subject to approval from the Academic Manager.
Please refer to the enrolment checklist for acceptable proof of identity, citizenship/residency, and English proficiency documents.
Students enrolling on the New Zealand Certificate in Financial Services (Level 5) programme via the unified funding system:
To become a trainee, you must be involved in the financial services sector or a related field. You may be an employee or be a self-employed contractor working under an arrangement in the nature of your employment.
To be eligible for the industry training fund, you must:
The candidate guidelines set 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 candidate guidelines.
Feel free to get in touch with us if you have questions regarding the candidate guidelines.
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
Select your programme and complete your application.
2
Pay your fees and make sure you have provided your proof of identity, and supporting documents.
3
We review your final application for compliance assurance purposes once we have received all documentation and payment.
4
We send you an enrolment confirmation with your enrolment details including your start/end date, and Radar access.
5
You start your learning journey with Strategi Institute.
Please note:
Please contact the Strategi Institute team to discuss your needs.
This course has two intakes every month. Your intake date is your enrolment start date, regardless of the delivery mode selected.
For example, your intake date may be 1 June, and your classroom dates are 25th -27th July. The start date of your course is 1 June.
You must be enrolled in an intake before attending a classroom and accessing the course material/assignments. Each intake has a cut-off date for students to enrol by. This is to ensure your enrolment is processed before your enrolment start date.
The table below lists all the upcoming intakes and the date you need to apply by.
| INTAKE/ENROLMENT START DATE | LAST DATE TO APPLY |
|---|---|
| 04/12/2024 | 27/11/2024 |
| 18/12/2024 | 11/12/2024 |
| 22/01/2025 | 15/01/2025 |
| 05/02/2025 | 29/01/2025 |
| 19/02/2025 | 12/02/2025 |
| 05/03/2025 | 26/03/2025 |
| 19/03/2025 | 12/03/2025 |
| 02/04/2025 | 26/03/2025 |
12 months (part-time)
6 months (part-time)
5
65
To start your application, please click on the button below and fill out the application form.
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