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L5 Bridging - Investment

L5 Bridge Invest
4.00 CPD Points
Price:
$217.00 +GST Non-member
$173.00 +GST Learning Partner
$173.00 +GST IBANZ Member

Learn Module Detail

The information contained within this Learning unit is specific to the additional evidence and outcomes in the new Investment component of the New Zealand Certificate of Financial Services.

This module will provide you with additional knowledge over and above the previous National Certificate in Financial Services Level 5. 

Completion of this module will provide evidence to the FMA that you are proactive in updating your knowledge.

On completion you can also Enrol and apply for recognition of prior learning of your previous NCFSL5 qualification or other similar industry qualification for accreditation of the New NZ certificate.

The Investment bridging module includes additional information to allow for accreditation of the following unit standards. 

28375 - Investment Concepts and the Regulatory Environment

28376 - Investment Assets and Objectives

28377 - Investment Analysis Techniques      

Assessment for this bridging programme is comprised of an online multi choice exam of 24 questions. To successfully complete this part of the assessment, you will need to achieve 80% percent overall. A discussion with the tutor will be required in respect of any incorrectly answered questions.

In addition to the multi choice exam, you are also required to provide some short answers and also a portfolio of documentary evidence. The documentary evidence requires you to have your supervisor or other appropriate person to verify that the work submitted is your own.

All of the documents required for assessment and subsequent application for prior learning will be made available on your dashboard following purchase.
 
 

Objectives


  • Understand Quantitative Analysis Techniques used for Measuring Bond and portfolio Performance, and Qualitative Factors to Analysis Financial and Non-Financial Assets, and the Implications of the Relevant Qualitative Factors for the Purpose of Analysis for KiwiSaver
  • Describe Financial Instruments, and Investment Services in Terms of Types and Characteristics
  • Understand Key Provisions of Legislation and/or Regulations that Impact the Daily Operations Quantitative Analysis Techniques used for Measuring Bond Performance Quantitative Analysis Techniques used for Measuring Portfolio Performance Using Qualitative Factors to Analysis Financial and Non-Financial Assets The Implications of the Relevant Qualitative Factors for the Purpose of Analysis for KiwiSaver
  • Understand Managing Investment Risk & Return, and the features and benefits of types of investments.
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