Certificate in Financial Services (Level 5) (Investment) – Professional IQ College

Educational Scope & Learning Outcomes

Dive deep into the world of investment finance with the New Zealand Certificate in Financial Services (Level 5) (Investment). This specialised module equips you with essential knowledge and skills to understand investment principles within today’s complex regulatory, legislative, and economic landscapes.

Achieving the Qualification
To secure this prestigious qualification, participants must complete the Core Knowledge module plus an industry-based strand focusing on investment. This structure ensures a comprehensive grounding in both general financial services and specific investment strategies.

Career Pathways
After completing the New Zealand Certificate in Financial Services (Level 5) (Investment), you will be prepared for a range of roles within the financial sector, including:

- Financial Adviser: Provide strategic investment advice and create tailored investment portfolios for clients.
- Portfolio Manager: Oversee ...