Massey University adviser training open for business

Massey University has partnered with Kaplan Professional to help advisers obtain the New Zealand Certificate in Financial Services (Level 5).

Thursday, January 28th 2021, 7:02AM

by Daniel Smith

With regulation changes to licence certification coming up fast, 2021 is certainly going to be the year of adviser training. The latest institution to offer courses for new advisers coming through or those wishing to sharpen up their skills is Massey University.

Massey has been working with Kaplan Professional for one-and-a-half years to make sure that the course will allow advisers to leave feeling confident and settled in the new regime.

Dr Jeff Stangl, Massey Business School international and strategic partnerships director, says that now is a time for New Zealand’s business community “to lift their game nationally as far as the educational requisite for advisers is concerned”.

Stangl says that the amount of work that went into creating this course means that those who enrol should expect to see their skills improve greatly.

“The creation of this programme was pretty intense, we engaged subject matter experts on both sides of the Tasman. It was truly a trans-Tasman collaborative effort to create a programme specifically for the New Zealand market.”

A big part of the course’s attraction is the fact that it allows participants to have one-year’s access to Ontrack, Kaplan Professional’s continuing education platform. Stangl says the product is a game changer. “This is a newly released CPD tracking software that is already becoming the standard in the Australian market. It is just a brilliant piece of engineering.”

The Certificate in Business Studies (Financial Services pathway) will be delivered online and New Zealand advisers will have access to personalised support.

The course costs $1,800 and includes the compulsory Financial Advice Fundamentals course, plus one elective specialisation (investment; life, disability and health insurance; general insurance; or residential property lending). Additional specialisations are $900 each.

Tags: Kaplan Massey University

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