Holds the New Zealand Certificate in Financial Services (Level 5) in Life, Disability and Health Insurance (NZQF Level 5).

This qualification was completed through Open Polytechnic and awarded by Te Pūkenga – New Zealand Institute of Skills and Technology under Subpart 2 of Part 5 of the Education and Training Act 2020.

The programme covers the regulatory and ethical framework governing financial services in New Zealand, including adviser conduct obligations and professional standards. It includes training in client needs analysis, risk assessment, suitability of advice, disclosure requirements, and the structure and features of Life, Disability and Health insurance products.

The qualification demonstrates the capability to apply professional judgement in the provision of insurance advice within scope, with a focus on client outcomes, compliance, and ongoing service standards.