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Investment

This module provides an understanding of investment concepts within the regulatory, legislative and economic environment. Enabling graduates to apply an appropriate six-step process in an investment context.

To gain the qualification, you must complete Core Knowledge plus one industry based strand.
NZQA Info
Course Type
NZQA Qualification
Level
5
Credits
30
Time Frame
Learn and complete at your own pace of up to 5 months
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Learner | July 2023

"My assessor was great, my assignments were assessed in a short period of time and the feedback and FER were extremely clear and helpful. I am really glad to have had my assessor mark and assist me."

Self-paced learning for the Investment strand with up to 5 months to complete.
Investment
$895 +GST*
$805.5 partner pricing.
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New Zealand Certificate in Financial Services combining the Core Knowledge and Investment strand with up to 10 months to complete.
NZ Certificate in Financial Services (Investment)
$1,895 +GST*
$1,705.5 partner pricing.
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*Additional supported or tutorial options are available on request.
*Additional charges may apply to overseas students. Please enquire for confirmed pricing.
Included Papers
31859v1
Credits: 5
Level: 5

Demonstrate and apply knowledge of the investment services environment and concepts

31861v1
Credits: 7
Level: 5

Gather and analyse information to determine client investment needs

31862v1
Credits: 8
Level: 5

Demonstrate and apply knowledge of investment assets, services, and financial instruments to meet client needs

31863v1
Credits: 5
Level: 5

Demonstrate and apply knowledge of economic factors to provide investment solutions

31864v1
Credits: 5
Level: 5

Provide advice in an investment context using the Six Step Process

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