NATIONAL CERTIFICATE IN FINANCIAL SERVICES(FINANCIAL ADVICE) (LEVEL 5)CODE BS1003

School of

BUSINESS

This school offers programmes in accounting, business administration, computing, legal executive, marketing, management and offi ce systems.

Because you meanBeca y

business.

Duration Part time half day workshopsWhere HamiltonCity Campus and various locations based on demandStarts Ongoing, courses will be provided on demandFee Guideline $4300+GST additional ETITO costs: $275+GST for assessment of Standard B, $950+GST for assessment of Standard C

Do you provide fi nancial advice? The National Certifi cate in Financial Services (Financial Advice) is now the minimum qualifi cation for those seeking to become an Authorised Financial Adviser (AFA).

Graduates of this programme will have the ability to demonstrate the fi nancial advice process at a level that meets regulatory and industry standards through their knowledge and understanding of the fi nancial services industry, markets and products.

PROGRAMME CONTENT

The National Certifi cate in Financial Services (Financial Advice) is a unit standards based qualifi cation which is delivered in several sets or groups of unit standards at level 5 with a minimum of 50 credits. This qualifi cation can involve a combination of assessment methods.

There are 3 compulsory standard sets and one elective course: Sets A, B and C are compulsory and provide 38 credits. The remaining credits must come from one complete specialist set.

CompulsoryStandard Set A:• Core Knowledge – Industry, fi nancial markets, advice process and products (Unit standards BS24755, BS25642, BS25643)Standard Set B: • Capstone Knowledge of the Code (Unit Standard BS26360)Standard Set C: • Capstone Professional Practice (Unit Standards BS25650, 25651, 25652, 25653)

Specialist Standards (electives)Investment specialists (Unit Standards • BS25648, BS25649)Insurance specialists (Unit Standards • BS25644, BS25645, BS25646, BS25647)Residential property lending specialists • (Unit Standards BS26286, BS26287)

It is recommended that you use the self-evaluation tool at www.afacompetence.org.nz to gauge your knowledge and skill level.

GRADUATE OPPORTUNITIES

To provide fi nancial advice in the fi nancial services industry the national qualifi cation has been set by the Code Committee as the minimum qualifi cation for Authorised Financial Advisers (AFA).

ENTRY CRITERIA

There is open entry to this programme although candidates may be required to demonstrate a reasonable likelihood of success.

Candidates whose fi rst language is neither English nor Maori will be required to have an International English Language Test Score (IELTS) of 6.0 in the academic module with at least 5.5 in the written band.

ADDITIONAL INFORMATION

This Certifi cate will be delivered in a series of half day workshops, facilitated by staff with industry experience and can be customised to suit business requirements.

Each credit equivalent to 10 hours of study.

Assessment:Standard sets A, D & E will be assessed • by Wintec.Standard sets B & C will be assessed by • ETITO – (see fee guideline for additional costs).

ENQUIRIES

To enrol contact our Student Enrolment and Information Centre on 0800 2 wintec (0800 2 946832) or online at www.wintec.ac.nz/contact.

Disclaimer: Every effort has been made to ensure the content of this fl yer is correct at the time of printing. The fee guideline is applicable to NZ citizens and permanent residents. Reorder WT0212/1007