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Learn Module Detail
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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.
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Objectives
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- 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 construct portfolios using recognised portfolio management theories and approaches
- To understand investment risk and to evaluate processes and solutions for managing risk and return effectiveness
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