Te Pūkenga offers professional development to help you or your team members meet regulatory competency requirements to become a recognised financial adviser with New Zealand’s Financial Markets Authority. This qualifies you to work within the associated specialisations such as Banking, Investment, Insurance, Personal Lending and Residential Property Lending.
The current legislative regime for Financial Services came into effect on 15 March 2021. All financial services practitioners in New Zealand must conform to the Code of Professional Conduct for Financial Advice Services. The code requires that those giving financial advice must meet the outcomes of the New Zealand Certificate in Financial Services (NZCFS), Level 5, version 2.
The code allows for alternative qualifications to be used to demonstrate competence if they have been independently verified as meeting the outcomes of the NZCFS.
The current legislation also has a competency safe harbour until 16 March 2023 for those who are registered or authorised to provide advice under the Financial Advisers Act 2008 regime. This provision will help to ensure that qualification holders or current learners are not disadvantaged as a result of the new legislation.
The Open Polytechnic is an NZQA accredited training provider that offers the New Zealand Certificates in Financial Services, Levels 4 and 5.
Programmes are delivered via online distance learning that provides access to all materials needed, so that students can study at any time.