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Financial and Advisory Services

Ringa Hora develops and maintains qualifications that offer a professional development pathway that will help you or your team members meet regulatory competency requirements to become a recognised financial adviser with New Zealand’s Financial Markets Authority. Furthermore, you can qualify to work within various specialisations such as Banking, Investment, Insurance, Personal Lending and Residential Property Lending.

Find a Financial and Advisory Services qualification

New Zealand Certificate in Credit Administration (Level 3) (60 credits) Ref: 2765 Due review 2024.

New Zealand Certificate in Credit Management (Level 4) (55 credits) Ref: 2766 Due review 2024.

New Zealand Certificate in Financial Services (Level 4) with strands in Banking, Family/Personal Budgeting, and Insurance (60 credits) Ref: 2247 Expiring December 2023.

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 2024.

Find a Financial and Advisory Services standard

Search for financial services unit standards here:

Financial Advice Expiring December 2023

Financial Management Due review 2025

Financial Services – Professional Practice Due review 2025

Qualifications

There are no current qualification reviews.

Standards

There are no current unit standard reviews.

Qualifications

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.

Standards

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]

Call us

Auckland office

Level 4277 Broadway Newmarket Auckland 1023

Wellington office

49 Tory Street (ANZ Campus) Tower B PO Box 445 Wellington 6140