Advanced Certificate in Personal Financial Management 

The Advanced Certificate is designed for educators and facilitators who will be teaching or facilitating sessions on personal financial management, but who do not want to undertake a full degree or diploma programme. The course is ideal for educators, facilitators and counsellors in financial institutions, teaching institutions, industry training organisations and community service groups. This certificate integrates the Fin-Ed Centre’s financial literacy courses with teaching and facilitating theory and practice acquired through the Centre’s Teaching Personal Financial Management (Educators) or Facilitating Personal Financial Management courses.

At the completion of the course students will be able to:

  • demonstrate an understanding of current practices/models of delivering financial literacy
  • apply appropriate models of delivering financial literacy appropriate to target audience including development of lesson/presentation plans
  • apply learning to develop assessment tasks to monitor learning/progress
  • apply current models of embedding financial literacy in existing teaching and learning programmes
  • demonstrate knowledge and awareness of New Zealand’s financial system, its institutions and regulatory and governing bodies
  • demonstrate an awareness of sources of financial information and advice
  • demonstrate an understanding of the fundamentals of managing personal finances
  • apply plans, principles and techniques to the management of personal finances
  • demonstrate an awareness of personal responsibilities in the management of personal finances
  • demonstrate an understanding of legal documents and legal compliance and avenues for complaint and dispute resolution 

Certification requirements

Participants cannot enrol for this certificate. It is awarded at the successful completion of Teaching Personal Financial Management and three elected Fin-Ed Centre certificate courses.


Contact us

Dr Pushpa Wood, Fin-Ed Centre Director
Phone 04 979 3560


Mobile 021 755 813
Email fin-ed@massey.ac.nz

Massey Contact Centre Mon - Fri 8:30am to 5:00pm 0800 MASSEY (+64 6 350 5701) TXT 5222 contact@massey.ac.nz Web chat Staff Alumni News Māori @ Massey