Level 5 Certificate Set A

ENROL NOW! An opportunity to get qualified!

The Set A workshop is designed to help all Financial Advisers (including Mortgage and Insurance Brokers) gain The Level 5 Certificate in Financial Services (Financial Advice), this includes those with ‘legacy’ qualifications (ANZIIF Cert. & Dip., NZI and International qualifications).

This is a fantastic opportunity to:

  • Gain an NZQA recognised qualification
  • Take another step toward becoming an AFA
  • Prove current competence
  • Earn 15 Structured CPD Points on successful completion


Make it a Date and Register Now!

Member cost $1,065 + GST
(Includes course materials, tutorials, workshop and examination)

NB: You will be required to read course materials and complete short answers prior to attending the workshop.

Workshop Dates and Venues

Time: 9.30am - 5.30pm


Auckland: 23rd July Level 5, 280 Queen Street

Wellington: 24th July Level 7, 22 Willeston Street

Christchurch: 25th July ATCANZ Ctr, 10 De Haviland, CHCH Airport

Dunedin: 26th July Mercure Hotel, 310 Princes Street


Overview of Set A Workshop

Part 1: Demonstrate knowledge and apply professional practice.
Part 2: Economic, financial and participatory relationship.
Part 3: Stages of personal advice and products.