Navigating Level 5 - 1 day workshop - Core Component

Navigating Level 5 - 1 day workshop - Core Component

Financial Advice New Zealand is announcing the launch of its 1-day workshop ‘Navigating Level 5’ - open exclusively for our Members from April 2019.

With the recent announcement of the draft code, it is now apparent that all advisers will have to demonstrate competence at least to the level of NZ Certificate in Financial Service level 5.

The Association wishes to provide accessible and attractive learning options for those seeking to attain their Level 5 qualification in Financial Services.

Experience advisers are often very familiar with the content of a qualification but are unfamiliar with navigating the process, online study and assessment required for a formal qualification.

The purpose of these 1-day workshop is to focus on the experienced mortgage and insurance adviser and to help them navigate the Level 5, and be ready to complete the assessments and help you enrol as a NZQA learner.

These 1-day workshops are face-to-face and have been designed to assist you, especially if you have not accessed formal learning recently.  The cost of the 1-day workshop includes the assessment to attain the relevant strand.

Note: Professional IQ College allows approximately 3 months for you to complete your online assessments for the unit standards associated with the Core Component.

Please express you interest using the link below;

1-Day Workshop Content - Core Knowledge

Angi Mann (BA BBS Cert Adult Education) course tutor, has extensive experience in financial services and is a qualified Professional IQ College NZQA assessor.  This course will build your confidence in:

  • How to analyse questions regarding core knowledge in financial services and answer them succinctly

  • How to tap into your practical skills and knowledge to demonstrate your competence

  • An overview of the ‘Core Knowledge’ component of the NZ Certificate in Financial Services Level 5

  • Understand the online assessment processes of the component

  • How to tap into learning resources on research, financial markets, economic environment and sector regulations and legislation

  • Your wider qualification requirements and options

Qualification outcome*

On the one-day workshop we will show you how to enrol for the online assessment for the Core Component.   Professional IQ College allows three months for you to complete your four ‘unit standard’ assessments to attain the ‘Core Knowledge’ component of the NZ Certificate in Financial Services Level 5.  

Our Exclusive Offer to Financial Advice New Zealand Members

Course cost - $1,075 plus GST includes:

  • Core Knowledge* component of the NZ Certificate in Financial Services L5 (Professional IQ College allows up to 3 months for your to complete the online assessment for the Core Component)

  • 7.5 hours of facilitator led learning

  • CPD Certificate for 7.5 structured hours for the workshop

  • Day-course resources

  • The cost of  your assessments with Professional IQ College and their  online learning resources

  • Morning and afternoon tea.  Lunch is not provided but there are many eating options near the building in Queen Street.

Auckland Venue
– Professional IQ College, Level 5, 280 Queen St, Auckland

Other NZ venues – to be advised

Dates – Held monthly from April 2019

Time – 8am until 4pm

In addition to Auckland we will be offering courses at different locations around New Zealand, please enquire to find out further information.

Please note courses outside of Auckland may incur a surcharge.


8/04/2019 8:00 AM - 4:00 PM
Professional IQ College Level 5 280 Queen Street Auckland
Members - Please click on the "Sign In" button to register

Non-members - Please click on the "CREATE A GUEST ACCOUNT" to register

Sign in to Register