Module 2 Investment - Investment Concepts and Principles

5.00 CPD Points
$845.00 +GST Retail
$695.00 +GST Learning Partner

Learn Module Detail

This unit standard is one of 5 that make up the Investment module. In this unit you will:

Demonstrate and apply knowledge of the investment services environment and concepts.



  • To construct portfolios using recognised portfolio management theories and approaches
  • To understand the types and characteristics of investment asset classes, financial instruments and investment services and to understand their performance effects in given economic environments
  • To explain and apply the legislative framework and Regulations in your daily work as a financial advisor
  • To understand investment risk and to evaluate processes and solutions for managing risk and return effectiveness
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Unit 4D, 2B William Pickering Drive, Rosedale, Auckland 0632

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