New Financial Services L5 streams to kick-start 2023

With 2023 less than a month away, we’re excited to release three new January streams to help everyone plan for their updated accreditation well in advance of the March 2023 cut-off. Find out about out more below.

Session dates and times:

Core Knowledge:

Wednesdays 9-11am

• Intro session - 11/01/23
• Session 1 -18/01/23
• Session 2 - 25/01/23
• Session 3 - 01/02/23
• Session 4 - 08/02/23
• Session 5 - 15/02/23

Register here

General Insurance

Thursdays 9-11am

• Intro session - 12/01/23
• Session 1 -19/01/23
• Session 2 - 26/01/23
• Session 3 - 02/02/23
• Session 4 - 09/02/23

Register here

Life, Disability, and Health Insurance

Tuesdays 9-11am

• Intro Session – 10/01/23
• Session 1 - 17/01/23
• Session 2 - 24/01/23
• Session 3 - 31/01/23
• Session 4 - 07/02/23

Register here

Visit our website to learn more about these courses, pricing and how they are run.

Are these programmes right for you?

Core Knowledge:

This module provides an understanding of professionalism required in the financial services industry. Enabling graduates to gain an understanding of the wider financial services environment and the legislation and regulations that impact participants economically and financially whilst delivering financial advice services. This module plus one elective makes up the New Zealand Certificate in Financial Services Level 5.

Life, Disability, and Health Insurance:

The Life, Health and Disability module offered by Professional IQ  provides an understanding of the risk management concepts and legislative and regulatory environment associated with life, disability and health insurance. Enabling graduates to gain a broad understanding of products, services and the development of solutions to a range of insurance needs using an appropriate six-step advice process.

General Insurance:

The General Insurance Module offered by Professional IQ provides an understanding of management concepts and the legislative and regulatory environment associated with general insurance. Enabling graduates to gain a broad understanding of general insurance products and services available to provide fit-for-purpose solutions for general insurance clients using an appropriate six-step advice process.

Any other training you need?

Professional IQ is here to help you with all your training requirements. If there is something that you need, give us call on 09 306 1713 or send us an email at info@professionaliq.co.nz. We are here to serve your interests and meet your needs. 

We can’t wait to hear from you.

Ngā mihi

Tim Larkin  Director