Stand out from your financial advice peers and deliver the best advice for your clients.
Delivered in partnership with Kaplan Professional, Australia’s leading provider of financial services education, you'll learn specialist technical knowledge to enhance your financial advice skills and stand out from your peers.
What sets these qualifications apart?
- You'll gain your financial advice qualifications from a leading university
- Content is written and delivered by a hand-picked team of leading industry professionals and subject matter experts
- Cutting-edge 100% online learning experience like no other
- Pathways to higher qualifications
Begin your career in financial advice
Certificate in Financial Advice – CertFinAdvice
Gain introductory specialist knowledge and financial advice skills to prepare you for entry into the financial advice industry.
In the Certificate in Financial Advice, you'll complete two courses worth 30 credits each. To suit your lifestyle, you can choose to study full-time, allowing you to complete the certificate in 10 weeks, or part-time over a 12-month duration.
Enhance your financial advice career
Financial Advice – Diploma in Business Studies
With Massey's Diploma in Business Studies (Financial Advice) you'll gain introductory specialist knowledge and financial advice skills to prepare you for entry into the financial advice industry.
Those that hold the Certificate in Financial Advice (or its equivalent) only need to complete two additional courses to achieve the Diploma. This qualification is great for advisers who are looking to further specialise.
Choose your specialisation
Client Engagement Skills – 125115
Ethics in Financial Advice – 125116
Essentials of Investment Advice – 125143
Essentials of Insurance Advice - Life, Disability, and Health – 125155
Essentials of Insurance Advice - General – 125156
Essentials of Residential Property Lending Advice – 125163
Start dates for 2024 and 2025
| Semester | Start Date | Last day for admission and enrolment |
|---|---|---|
| SSB1 – Summer school (early) | 7 October 2024 | 29 September 2024 |
| SSB2 – Summer school (late) | 9 December 2024 | 1 December 2024 |
| S1B1 – Semester one (early) | 27 January 2025 | 19 January 2025 |
| S1B2 – Semester one (late) | 31 March 2025 | 23 March 2025 |
| S2B1 – Semester two (early) | 2 June 2025 | 25 May 2025 |
| S2B2 – Semester two (late) | 4 August 2025 | 27 July 2025 |
| SSB1 – Summer school (early) | 6 October 2025 | 28 September 2025 |
| SSB2 – Summer school (late) | 8 December 2025 | 30 November 2025 |
What our students say
“I’ve benefited from the complete flexibility of the programme, where I can study on my terms from anywhere.”
“Attaining the Diploma of Business Studies (Financial Advice) has significantly elevated my professional standing. Overall, I have improved my ability to give more in-depth advice and provide a comprehensive service to my clients.”
“The content was focused on scenarios you can relate to in the workplace rather than just academic theory…Any opportunity to practice client interactions is incredibly valuable.”
Ontrack platform for financial advice students
Continuing Professional Development (CPD) of ongoing competence and knowledge to deliver advice is essential for practising Financial Advisers (FAs) and Nominated Representatives (NRs) under The Code of Professional Conduct for Financial Advice Services – Standard 9.
Kaplan Professional, with the support of Massey University, has designed a purpose-built content library specifically for financial services professionals in New Zealand. Delivered via Kaplan Professional’s built Ontrack platform, the Financial Services New Zealand library provides digital modules and content on an ongoing basis.
Stand out from your peers with a world-class qualification
Content is written and delivered by leading industry practitioners and subject matter experts. This ensures learning is focused on practical and relevant outcomes directly applicable to professional practice.
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