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New Zealand

New Financial Advice Diploma – Good Returns

Massey University has partnered with Australian educational institution Kaplan Professional to launch a Diploma in Business Studies (Financial Advice) for financial advisors.

Tuesday, April 18, 2023, 8:00 AM

Andrea Malcolm

Diplomas are available to anyone with NZCFS v2 Level 5 or Massey equivalent. Certificate of Financial Advice This is also offered through a partnership with Kaplan. Any holder can obtain the new Massey Her Diploma by completing her two additional courses, including options on Client Her Engagement and Ethics.

The new diploma allows entry into Massey University’s Bachelor of Business Financial Planning and Advice, unique to the New Zealand market.

Massey University is the only university to offer a Level 5 certification in financial advice and graduates approximately 700 people.

Dr. Jeff Strangl, Massey Business School’s Director of International and Strategic Partnerships, said the certificate was the first to be delivered and now says the diploma is part of a long-term strategy to work with the financial services industry. increase. Acquiring both the certificate and diploma, as well as earning credits, allows advisors to complete a full bachelor’s degree.

To obtain the Massey Diploma, advisors must complete any two of the following specializations within a 12-month period.

  • Client engagement skills, including the concepts of behavioral finance, how emotional intelligence and critical thinking help advisors better understand a client’s perspective.
  • Ethics in Financial Advice to examine the ethical and professional obligations of advisors through a broad philosophical lens and to better navigate the complex situations that can be encountered when involving clients in the advice process.
  • investment
  • Life, disability and health insurance
  • Non-life insurance
  • Residential Real Estate Lending Residential Real Estate Lending.

The entrance ceremony is held twice a year, the first on June 6th.

“This is a very gradual approach that recognizes that the regulatory environment changes. will be.”

As an example of overseas Australian reform This means that from January 2026, financial advisors will be required to have a bachelor’s degree (or equivalent).

tag: Massey University

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