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Learn Module Detail
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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.
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Objectives
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- 31861 - Gather and analyse information to determine client investment needs (7 Credits).
- 31864 - Provide advice in an investment context using the Six Step Process (5 Credits).
- 31862 - Demonstrate and apply knowledge of investment assets, services, and financial instruments to meet client needs (8 Credits).
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