Why Study This Programme?

The New Zealand Certificate in Financial Services (Investment) is ideal if you:

• Want to enter or advance in the financial services industry, especially in investment-related roles.
• Wish to become a certified financial adviser with a specialisation in investment.
• Aim for roles such as investment adviser, paraplanner, investment support specialist or business development manager in finance.
• Are interested in understanding investment products, regulation, risk and ethical frameworks that affect client advice.

 

Disciplines or Specialisations

This certificate has a specialist “Investment” strand — one of the recognised investment advice streams under the NZ Certificate in Financial Services.

 

Highlights

• Industry-relevant skills: Learn to provide regulated financial advice on investments.
• Flexible online delivery: Part-time format suits working students.
• Professional focus: Prepares you for specialist roles such as investment adviser and support roles in financial services.
• Ethical, legal, and regulatory grounding: Understand codes of conduct and compliance in NZ finance.
• Graduate support: Workshops, forums and student services help you stay on track.

 

Career Outcomes

Graduates are positioned for roles such as:

• Investment Adviser
• Paraplanner / Advisory Support
• Investment Adviser Support Specialist
• Business Development Manager (Retail Financial Services)

 

Visa Requirements (International Students)

If you are applying from overseas and wish to study this programme in New Zealand, you must:

• Apply for a New Zealand Student Visa.
• Show proof of funds, valid enrolment, health insurance, and English proficiency.
• Confirm with Future Skills whether this certificate is student-visa eligible (many short online certificates require specific visa conditions or on-campus components to qualify).