Massey University


Are you looking to upgrade your Certificate in Financial Advice, and seek a more advanced qualification to enhance your credentials and stand out from your peers?

New Zealand’s leading online university has partnered with Kaplan Professional, Australia’s leading and largest provider of financial services education, to deliver the premium online Diploma in Business Studies (Financial Advice).

The online Diploma in Business Studies (Financial Advice) is built, designed and taught in conjunction with experienced industry practitioners. You will gain practical financial advice skills and specialist knowledge essential for advancement in the industry. Learning takes place in Kaplan Professional’s innovative and 100% online learning portal, KapLearn. You will have access to continuous technical support from subject matter experts in a dedicated ‘Ask Your Tutor’ forum. KapLearn also contains a number of interactive and engaging study resources to enhance your online learning experience.

This qualification has been designed for individuals who’ve successfully completed the Certificate in Financial Advice qualification and are looking to further specialise and seek a higher qualification, along with enhancing their skills as financial adviser with a focus on development of soft skills.

Choose your specialisation

In order to meet the programme requirements, you must complete two subjects from the elective list below. The six specialist areas allow you to focus on a particular knowledge area, tailoring your study to an area of interest or to align with career aspirations.

Specialist electives include:

Client Engagement Skills (30 credit points)

This course focuses on behavioural finance concepts to understand different types of behavioural biases that may impact an individual’s financial decision-making. It examines portfolio and prospect theories and the application of behavioural finance to the outcomes of client engagements. It explains how emotional intelligence and critical thinking can assist a financial adviser to understand their client’s perspectives

Massey CoursesEthics in Financial Advice (30 credit points)

This course focuses on the ethical and professional obligations of financial advisers through the broad lens of philosophical approaches to ethics; conduct expected in the Financial Advice Code and the Financial Markets Authority. Students will examine the ethically complex situations encountered by financial advisers when engaging clients in the advice process.

(30 credit points)

Life, disability and health insurance
(30 credit points)

General insurance
(30 credit points)

Residential property lending
(30 credit points)

Important: individuals need to have previously completed the Certificate in Financial Advice qualification and must select two (2) new subjects from the list above to qualify for the Diploma in Business Studies (Financial Advice).

Who is this qualification for?

  • Existing financial advisers looking to meet the new education requirements set in the New Zealand Code of Professional Conduct for Financial Advice Services
  • Those looking to advance their career in the financial services sector
  • Individuals looking to enter the industry and become a financial adviser in New Zealand

Entry requirements and fees

You must have completed the Massey University Certificate in Financial Advice to be eligible for entry into this qualification.

The Diploma in Business Studies (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 Diploma in Business Studies (Financial Advice) is $1,800.

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

*Applicants who are 20 years of age or older, who do not have a university entrance qualification, are eligible for entry, provided places are available.

Duration and intakes

The duration of each intake is 12 weeks. You will have up to 12 months to complete the Diploma in Business Studies (Financial Advice) from your initial enrolment date. Intakes commence every second month:

  • January
  • April
  • June
  • August
  • October
  • December

This provides you with the flexibility and freedom to plan your studies around your personal and professional commitments.

Future study opportunities

On completion of the Diploma in Business Studies (Financial Advice), you may be eligible for entry into Massey University’s Bachelor of Business (Financial Planning and Advice) – the only qualification of its kind in New Zealand. This will enable you to delve deeper and broaden your understanding of the financial services industry, while empowering you to stand out from your peers.

Hear from our alumni community

When considering where to study, often the most useful information comes from those who know what it’s like to undertake the programme. Hear first-hand from our graduates and discover why they chose to study online with Massey University and Kaplan Professional.

Find out more

To speak to one of our friendly academic advisers about your financial services pathway and individual circumstances, click the ‘Enquire now’ button below or call 0800 859 849.

Kaplan Professional provides personalised, guided and blended learning to help working professionals achieve their education and career goals.
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