Investment (Elective)

To explore the full Level 5 Certificate programme, including the Core Knowledge module, click here.

Specialise in Investment Finance with this strand-only module from the New Zealand Certificate in Financial Services (Level 5). This course is designed to provide you with a deep understanding of investment principles, equipping you with the skills needed to navigate the complex regulatory and economic landscape of today’s financial markets.

What You’ll Learn:

• Investment Principles: Master core concepts, including financial instruments and market dynamics.
• Regulatory Expertise: Gain knowledge of the regulations and laws governing investment practices.
• Economic Insight: Learn to analyse market trends and economic factors influencing investment decisions.
• Strategic Financial Planning: Develop tailored investment strategies that align with clients’ goals and risk profiles.

Career Opportunities:

This strand prepares you for roles such as:

• Financial Adviser
• Portfolio Manager
• Financial Adviser Support Specialist