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Certificate in Business Studies (Financial Services pathway)

Programme overview

The Massey University Certificate in Business Studies (Financial Services pathway) is delivered in conjunction with Kaplan Professional, Australia’s leading and largest provider of financial services education. It combines introductory specialist knowledge with financial advice skills to prepare students for entry into the financial advice industry.

In addition to the core subject, Introduction to Financial Advice, students can choose to focus on a particular knowledge area by tailoring their study to specialise in a specific area of interest, or to align with their career aspirations. Students can choose from four (4) areas of focus:

  • Investment
  • Life, disability and health insurance
  • General insurance
  • Residential property lending

Students must complete a total of 60 credits in order to successfully meet the completion requirements of this programme.

Programme learning outcomes

On successful completion of the Certificate in Business Studies (Financial services pathway), students should be able to:

  • Apply legal, ethical and professional financial advice conduct obligations to client interactions
  • Develop a range of financial advice solutions for clients by applying knowledge of the impact of current economic and financial indicators
  • Demonstrate appropriate quantitative and qualitative research in developing suitable advice solutions

Courses

Compulsory

125.179 Introduction to Financial Advice (30 credits)

  1. Apply legal, ethical and professional conduct obligations in the financial advice profession
  2. Explore a range of financial advice solutions for clients considering financial markets, systems, institutions, products and services
  3. Explain the impact of current economic and financial indicators on key participants in the financial services sector
  4. Analyse the provisions of financial services legislation and regulations in providing financial advice and services

Elective options

125.143 Essentials of Investment Advice (30 credits)

  1. Apply knowledge of investment concepts, legislation, regulations, codes of conduct and ethics in the investment advice process
  2. Analyse client investment needs and objectives in developing investment advice.
  3. Explore a range of investment solutions for clients considering investment products, structures, options, benefits, risks and limitations
  4. Conduct appropriate quantitative and qualitative research in recommending suitable investment strategies and solutions
  5. Apply the six step advice process in the provision of investment advice

125.155 Essentials of Insurance Advice – Life, Disability and Health (30 credits)

  1. Apply knowledge of legislation, regulation, codes of conduct and ethics in providing life, disability and health insurance advice
  2. Describe and differentiate the features of the various types of personal life, disability and health insurance products, and how they relate to client needs and objectives.
  3. Explore a range of insurance and non-insurance options in providing life, disability and health insurance advice
  4. Explain the application, underwriting and claims process to provide solutions for life, disability and health insurance
  5. Apply the six-step advice process in the provision of life, disability and health insurance advice

125.156 Essentials of Insurance Advice — General (30 credits)

  1. Apply knowledge of legislation, regulation, codes of conduct and ethics in providing general insurance advice
  2. Describe and differentiate the features of the various types of general insurance products, and how they relate to client needs and objectives
  3. Explain a range of insurance and non-insurance options in providing general insurance advice
  4. Discuss the application, claims, maintenance and review process in providing a general insurance solution
  5. Apply the six-step advice process in the provision of general insurance advice

125.163 Essentials of Residential Property Lending Advice (30 credits)

  1. Apply knowledge of legislation, regulation, codes of conduct and ethics in providing residential property lending advice
  2. Describe and differentiate a range of residential property lending solutions, and how they relate to client needs and objectives
  3. Analyse products, structures and options for loan applications in providing a residential property lending solution
  4. Interpret the relationship between the economic environment and residential property market to develop solutions for clients
  5. Apply the six-step advice process in the provision of residential property lending

Entry requirements

For general entry requirements, see Massey University entry requirements.

There is no minimum industry experience entry requirement.

Duration

Students have a total of 12 months to complete the learning and assessment requirements for the Certificate in Business Studies (Financial Services pathway) from their initial enrolment date.

Apply

The Certificate in Business Studies (Financial Services Pathway) is not eligible for Fees Free study.  Visit the StudyLink website to check availability and find out more. Use the table below to select your starting date.

Year

Start semester
(non-standard)

Dates (13 weeks)

Application link

2021

Summer School

1 Nov 2021 - 6 Feb 2022 

Certificate in Business Studies (Financial Services pathway)

2022

Semester One

Starts 31 January 2022

Certificate in Business Studies (Financial Services pathway)

2022

Semester One

Starts 4 April 2022

Certificate in Business Studies (Financial Services pathway)

2022

Semester Two

Starts 6 June 2022

Certificate in Business Studies (Financial Services pathway)

2022

Semester Two

Starts 8 August 2022

Certificate in Business Studies (Financial Services pathway)

2022

Summer School

Starts 10 October 2022

Certificate in Business Studies (Financial Services pathway)

2022

Summer School

Starts 12 December 2022

Certificate in Business Studies (Financial Services pathway)