Field: Service Sector
Republication of Financial Services (Level 5) New Zealand Qualification
Reviewed qualification
|
Ref |
Version |
Qualification Title |
Credits |
|
2315 |
3 |
New Zealand Certificate in Financial Services (Level 5) with strands in Investment; Life, Disability, and Health Insurance; General Insurance; Residential Property Lending; Personal Lending; Banking; and Trustee Services |
40 |
Review information
|
Qualification Developer |
Ringa Hora Services Workforce Development Council |
|
Reason for the review |
Republication to update Strategic Purpose Statement |
|
Review date |
July 2024 |
|
Outcome date |
July 2024 |
|
Next review date |
31 May 2029 |
|
Summary of review and consultation process |
|
This qualification was registered in May 2024 as a result of a review. It was later identified that the strategic purpose statement needed amendment to avoid any misinterpretation that this qualification would be suitable for learners who were currently providing regulated financial advice. It is not. Individuals are required to be credentialed before any advice is given. |
|
Main changes resulting from the review process |
|
The Strategic Purpose Statement has been amended from: This qualification is suitable for individuals who intend on or are currently providing regulated financial advice to clients or potential clients, to: This qualification is suitable for individuals who intend to provide regulated financial advice to clients or potential clients. The qualification was republished with no version change and no change to next review date. The update will take effect immediately. |
Any additional information
|
It is not intended that anyone be disadvantaged by this republication. However, anyone who feels they have been disadvantaged can appeal to: Ringa Hora Services Workforce Development Council 49
Tory Street Email: qualifications@ringahora.nz Web: www.ringahora.nz Phone: 04 909 0306 |