Module 2 Investment

$845.00 +GST Retail


Enrolment required
Enrolment InfoQual SummaryDistance Learning


This module provides an understanding of investment concepts, within regulatory, legislative and economic environment in which they are required to operate. You will apply the principles of investment analysis through knowledge of products and services to provide client focused investment solutions. 



A study guide is provided for each unit standard along with an assessment document.

Assessment is by way of 3 written assessment documents which can be downloaded from your dashboard. 

Work can be completed either as a word document, or similar, or written. On completion work can be uploaded on your student dashboard for the tutor to assess.

Time frame for this module is 21 weeks.


Learning Units Included

Module 2 Investment - Economic Solutions


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

  • Investment asset classes, financial instruments, and investment services
  • How asset classes, financial instruments and investment services are utilised in developing or implementing investment strategies
  • Portfolio construction techniques
  • The concept of investment risk and return and its relevance to developing or implementing investment strategies 

Module 2 Investment - Portfolio of Evidence


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).

Academic Integrity


This is the compulsory Academic Integrity course for all new students at Professional IQ College.


Please click "Start" above, then navigate to the Learning Material tab to see the webinar.

Module 2 Investment - Investment Concepts and Principles


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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