Core Strand

Core is mandatory for all students who want to complete the Level 5 New Zealand Certificate in Financial Services. For students who are new to the industry, we recommend undertaking Core Strand prior to completing your preferred specialist strand. Completion of Core will ensure candidates can:

  • Act in the best interest of the client by demonstrating professional practice in the application of legislation, regulations, ethics, risk and compliance common to all sectors of the financial services industry.
  • Apply research and analysis processes to develop fit for purpose financial solutions.
  • Operate with understanding of the economic environment, and its connection to financial institutions, systems and markets, and their interdependencies.

Core Strand can be studied via online or distance learning, or in the classroom. We offer a two-day classroom course that runs from 8:30am - 4:00pm each day.

Refer to our Level 5 study programmes for information on programme bundles that include Core Strand.

Training for NZCFS level 5
Unit standards 28363 28364 28365 28366

Core Strand
Online learning

NZQA credits 40
$1,050.00 per adviser
Contact us for group pricing options.

Core Strand
Distance learning

NZQA credits 40
$1,170.00 per adviser
Contact us for group pricing options.

Core Strand
Classroom learning

NZQA credits 40
Duration 2 Days
$1,899.00 per adviser
Contact us for group pricing options. Classroom courses are subject to minimum class number requirements. We will contact you when we receive your enrolment application to discuss the best available date and location.

Core Strand Three evening classes
Classroom learning

NZQA credits 40
Duration 9 Hours
$2,080.00 per adviser
Contact us for group pricing options. Classroom courses are subject to minimum class number requirements. We will contact you when we receive your enrolment application to discuss the best available date and location.