Find a Financial and Advisory Services qualification
New Zealand Certificate in Credit Administration (Level 3) (60 credits) Ref: 2765 Due review 2029
New Zealand Certificate in Credit Management (Level 4) (55 credits) Ref: 2766 Due review 2029
New Zealand Certificate in Financial Services (Level 5) with strands in Investment; Life, Disability, and Health Insurance; General Insurance; Residential Property Lending; Personal Lending; Banking; and Trustee Services (60-65 credits) Ref: 2315. Due review 2029
Find a Financial and Advisory Services standard
Search for financial services unit standards here:
Financial Advice Expired December 2023
Financial Management Due review 2025
Financial Services – Professional Practice Due review 2024
Qualifications
No qualifications are currently under review.
Standards
2024 Review of Financial Services Professional Practice Unit Standards is in progress. Please click here for more information.
2024 Review of Credit Administration and Credit Management unit standards is in progress. Please click here for more information.
2024 Review of New Zealand Certificate in Credit Administration (Level 3) [Ref: 2765] & New Zealand Certificate in Credit Management (Level 4) [Ref: 2766]. Further details can be found here November 2024 Field: Service Sector Review of Credit New Zealand Qualifications
2023 Review of Level 5 Financial Services qualification
New Zealand Certificate in Financial Services (Level 5) with strands in in Investment; Life, Disability, and Health Insurance; General Insurance; Residential Property Lending; Personal Lending; Banking; and Trustee Services. [Ref: 2315-3]. Further details can be found in the May 2024 Review of Financial Services qualification change report.
2022 Extension to the Last Date of Assessment (LDA)
The last day of assessment for Version 1 of the following qualifications has been extended to 31 December 2023
2021 Review of Level 4 Financial Services qualification
The qualification was set to expire. Further details can be found in the January 2021 Review of Financial Services qualification change report.
2019 Review of Credit Administration and Management qualifications
Further details can be found in the November 2019 Review of Credit Administration qualification change report.
2019 Review of Level 5 Financial Services qualification
Further details can be found in the January 2019 Review of Financial Services qualification change report.
2020 Review of Financial Skills unit standards
Unit standard 8503 Interpret and use financial data and reports for business decision-making was reviewed without change to its content. The other standards in the domain were expired.
Further details can be found in the December 2020 Review of Financial Skills unit standards change report.
2020 Review of Financial Management unit standards
Further details can be found in the September 2020 Review of Financial Management unit standards change report.
2020 Review of Financial Services unit standards
Further details can be found in the January 2020 Review of Financial Services unit standards change report.
Ringa Hora work with industry, employers, professional groups, and other stakeholders to develop qualifications that are fit for purpose. If you wish to be involved in any of the current or upcoming reviews, provide feedback, or have any questions, please email [email protected]
