Education Policy | Post Primary | Preschool | Primary | Tertiary | Search


New qualification aligns with changes for financial advice

New qualification aligns with changes for giving financial advice

L-R : Jennifer Lee (Programme Delivery Manager) and Dr Caroline Seelig (Chief Executive)

A new financial services qualification and continuing professional development course offered at Open Polytechnic will give financial advisers across New Zealand an up-to-date understanding of the latest changes to regulatory standards for giving financial advice.

The new version of the New Zealand Certificate in Financial Services (Level 5) (Version 2) offered online by Open Polytechnic allows financial advisers to work towards meeting the new competency standards set by the Code of Professional Conduct for Financial Advice Services.

Open Polytechnic Chief Executive, Dr Caroline Seelig says, that Open Polytechnic is focussed on supporting the financial adviser industry through the Review of the Financial Advisers Act and the new Code of Conduct coming into effect soon by offering the new financial services programme and continuing professional development (CPD) course.

“We have a significant relationship with the financial adviser industry, and we wanted to make sure we continued to support current and future financial advisers as the regulatory changes come into effect.”

Programme Delivery Manager at Open Polytechnic, Jennifer Lee, says from September 2019 Open Polytechnic will be offering a CPD course that will help already qualified advisers meet the new industry requirements.

“To meet Standard 9 of the new Code of Professional Conduct for Financial Advice Services, advisers are required to obtain an understanding of the new regulatory framework for financial advice as part of their continuing professional development,” says Jennifer.

“Current or future financial advisers who choose to study this programme can be confident that they are learning knowledge and skills that align with the changes for giving financial advice.”

Open Polytechnic is New Zealand’s leading online distance learning provider, allowing learners in the financial services industry the opportunity to fit their studies in around their work and other commitments while working towards the New Zealand Certificate in Financial Services (Level 5).

Visit the Open Polytechnic website for more information about the New Zealand Certificate in Financial Services Level 5 (Version 2)qualification or CPD course.


© Scoop Media

Culture Headlines | Health Headlines | Education Headlines


Howard Davis: Charlotte Yates' Mansfield Project

Katherine Mansfield's vapid verses are of even less interest than her over-rated short stories, but Yates has risen to the challenge of producing a fascinating compilation album by a variety of musicians to accompany her poetry. More>>

Howard Davis: Dazed & Confused by Beats

Beats is both a coming-of-age tale and a romantic movie about endings, set to a nostalgic backdrop of the disappearing tail of the UK's illegal rave scene. More>>

Howard Davis: And The Oscar Goes To … Parasite

For its deliciously dark wit and genre-bending ingenuity, Bong Joon-ho's latest movie has just won four out of a potential six Academy Awards, including Best Screenplay and Director. Only ten foreign-language films have previously been nominated for Best Picture and none have won before. More>>

Howard Davis: 1917's 1,000 Yard Stare

Sam Mendes has created a terrible and barbarous trek, one that we appreciate all the more for being catapulted right into the midst of this ear-splitting melee from the film's opening sequence. More>>




  • Wellington
  • Christchurch
  • Auckland