This module provides an understanding of investment concepts, as well as the regulatory and legislative 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. This module is compulsory for Authorised Financial Adviser status.
A study guide is provided for each unit standard along with an assessment document.
Assessment is by way of 4 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.
Approximate time frames for this module is 4 months.