Qualification Overview
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Qualification Title | New Zealand Diploma in Financial Services (Level 6) with strands in Banking, Financial Advice, Insurance, and Investment | |
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Qualification Type | Diploma | |
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Level | 6 | |
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Credits | 120 | |
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Subject Area |
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Strategic Purpose Statement |
The purpose of this qualification is to provide the financial services industry with individuals who have specialist technical knowledge and skills in insurance, banking, investment, or financial advice contexts.
This qualification is suitable for individuals with financial services experience or qualifications who wish to gain recognition or enhance employment opportunities in specialist technical roles in the financial service industry. Graduates will be capable of carrying out specialist technical roles in: Insurance; Banking; Investment; Financial Advice. |
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Graduate profile |
Graduates of this qualification will be able to:
- Critically evaluate and interpret fiduciary implications, responsibilities, professional codes of practice, legislation, regulations, and global trends, in a financial services context. - Analyse the impact of changes and events on participants and on the interdependencies in global financial markets. - Evaluate client risk exposure and risk management strategies in a specialised financial services context, to develop appropriate advice or solutions. - Analyse, evaluate, and manage solutions within a specialised financial services context to provide appropriate responses to identified needs. Graduates of the Banking strand will also be able to: - Apply knowledge of technical aspects of complex lending, international banking, or institutional banking, to provide solutions to identified needs. - Evaluate the implications of contemporary legal issues, any other issues, and industry trends in a specialist banking context to determine the potential impact on service delivery and/or solutions. Graduates of the Financial Advice strand will also be able to: - Produce a comprehensive financial plan and a limited personalised advice plan to document client advice in a form that meets best practice expectations. - Evaluate the implications of contemporary legal issues and industry trends in a financial advice context to determine the potential impact on service delivery and/or solutions. Graduates of the Insurance strand will also be able to: - Apply knowledge of technical aspects of insurance contracts in a specialised context. - Evaluate the implications of contemporary legal issues and industry trends within a specialised insurance context to determine the potential impact on service delivery and/or solutions. - Analyse needs and risks, and apply detailed knowledge of available products and solutions to make specific recommendations in complex and non-standard situations. Graduates of the Investment strand will also be able to: - Analyse financial and non-financial assets, portfolios, financial markets, and global trends within a specialised investment context, to provide specialised solutions to identified needs. - Evaluate the implications of contemporary legal issues and industry trends within a specialised an investment context to determine the potential impact on service delivery and/or suitable options. |
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Education pathways |
This qualification pathways from the New Zealand Certificate in Financial Services (Level 5) [Ref: 2315]; however that qualification is not a prerequisite for this qualification.
Graduates of this qualification may pathway into Diploma, Graduate Diploma, Bachelor, or similar qualifications in a range of disciplines, in the financial services sector. |
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Entry Requirements |
Candidates entering this qualification should have competency and understanding at or above the level of the New Zealand Certificate in Financial Services (Level 5) [Ref: 2315].
This competency and understanding may be derived from employment or experience in relevant industry roles. |
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Developed By | Te Pukenga - New Zealand Institute of Skills and Technology | |
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Quality Assured By | New Zealand Qualifications Authority | |
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Number | 2650 | |
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Status | Discontinued | |
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Created | 2015-07-07 11:46:33.0 | |
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Last Date For Entry | 2019-12-31 00:00:00.0 | |
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Discontinued | 2020-12-31 00:00:00.0 | |
Qualification Title
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