Module 2 Investment - Portfolio of Evidence

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This module consists of three unit standards - 31861, 31862 and 31864.  It contains content on two major areas:


  • Asset Classes, Financial Institutions and Services
  • The Six Step Process - The gathering of client information and using it to provide recommendations. 


  • 31862 - Demonstrate and apply knowledge of investment assets, services, and financial instruments to meet client needs (8 Credits).
  • 31864 - Provide advice in an investment context using the Six Step Process (5 Credits).
  • 31861 - Gather and analyse information to determine client investment needs (7 Credits).
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Unit 4D, 2B William Pickering Drive, Rosedale, Auckland 0632

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