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Programme list > Certificate in Financial Advice

Certificate in Financial Advice


  • Level

  • Undergraduate, NZQF Level 5
  • Distance learning

  • Available
  • Credits

  • 60
  • Duration

  • 10 weeks of full-time study, or up to 12 months part-time Available part-time.
  • International

  • Available for international students studying in NZ

The Massey University Certificate in Financial Advice 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 you for entry into the financial advice industry.

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

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

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

Start dates

The duration of each intake is 10 weeks. You will have up to 12 months from your initial enrolment date to complete the Certificate in Financial Advice. The qualification can be completed in as little as 10 weeks if you choose to complete two subjects in one intake.

Entry requirements

Programme admission


There are no specific entry requirements for this programme, outside of university admission regulations.  

Start dates 2022

  • 31 January – Semester one early compressed (Apply now for this start date)
  • 4 April – Semester one mid compressed (Apply now for this start date) 
  • 6 June – Semester two early compressed (Apply now for this start date)
  • 8 August – Semester two mid compressed (Apply now for this start date)
  • 10 October – Summer School early compressed (Apply now for this start date)
  • 12 December – Summer School late compressed (Apply now for this start date)

English language requirements

To study this programme you must meet Massey University's English language standards.

Prior learning, credit and exemptions

For information on prior learning, exemptions and transfer of credit or other questions:

Courses and planning

Credit summary

Certificate in Financial Advice

60 credits

  • Compulsory course – 30 credits
  • Course from the Schedule – 30 credits

Courses for this programme

Schedule for the Certificate in Financial Advice

Compulsory course

30 credits
125179 Introduction to Financial Advice 30

30 credits from

125143 Essentials of Investment Advice 30
125155 Essentials of Insurance Advice - Life, Disability, and Health 30
125156 Essentials of Insurance Advice - General 30
125163 Essentials of Residential Property Lending Advice 30

Planning your programme

Planning overview

If you study full-time you will take two 30-credit courses at the same time.

It is important for you to access your Stream link in your student portal prior to the start date to finalise your enrolment.

Early access to your study material and learning resources is available from 8 weeks prior to the intake start date. You will be able to view your assessments from 4 weeks prior to the intake start date.

Your study material is hosted in KapLearn, a leading online learning management system.

Each time you need to access KapLearn, you must be logged into your Massey University student portal. You can then log into KapLearn via your Stream link. 

You are strongly encouraged to log into your KapLearn subject room at your earliest convenience.

Fees and scholarships

Fees and finance

The Certificate in Financial Advice is not eligible for Fees Free study. Visit the StudyLink website to check availability and find out more.

The total fee for the Certificate in Financial Advice is $1,800. This includes a one-year tailored subscription to Ontrack and the short courses within the platform.

Additional elective subjects (specialisations) can be added for $900 each.

In addition, there will also be some compulsory non-tuition fees/levies for some courses, and there may be charges for things such as study resources, software, trips and contact workshops.

Key information for students

Compare qualifications and academic information across different New Zealand institutions.

Scholarships and awards

There are a number of scholarships available for new and current students. They could relate to your situation, achievement or interest.

Find and apply for scholarships