Education Options
The qualifications identified on this site are not all
that is available. They are given as a guide to the distance education courses which may
be of most interest to people working in the life insurance superannuation and managed
funds industry.
The main providers are:
People able to attend classes should check the courses
available at institutions in their area.
All of the certificate, diploma and degree
qualifications below are recognised by the NZ Qualifications Authority, with the exception
of the Diploma of Financial Services (FINSIA).
Levels of Qualification
1. Industry Qualification
2. Certificate
3. Diploma
4. Degree
1. Industry Qualifications
- Chartered Life Underwriter (CLU)
or
- Certified Financial Planner (CFP)
For current details see the Institute
of Financial Planners website page
www.ifa.org.nz
2. Certificates
TOPNZ Certificate of Achievement -
Introduction Accounting
NZIM Certificate in Small Business Management (TOPNZ)
NZIM Certificate in Management
(TOPNZ)
AdviserLink Certificate in Financial
Services (CertFS) - Level 5 (AdviserLink)
3. Diplomas
NZIM Diploma in Management (TOPNZ)
NZ Diploma in Business
(TOPNZ)
NZ Diploma in Business Studies (Massey)
Diploma in Accounting (TOPNZ)
Diploma in Marketing (TOPNZ)
Diploma of Financial Services
(Finsia)
4. Degrees
Bachelor of Business - in Accounting, Information
Systems & Technology, Management or Marketing (TOPNZ)
Bachelor of Business Studies (Massey)
or contact your local university.
