This module provides an understanding of investment concepts within the regulatory, legislative and economic environment. Enabling graduates to apply an appropriate six-step process in an investment context.
Learner | July 2023
"My assessor was great, my assignments were assessed in a short period of time and the feedback and FER were extremely clear and helpful. I am really glad to have had my assessor mark and assist me."
Demonstrate and apply knowledge of the investment services environment and concepts
Gather and analyse information to determine client investment needs
Demonstrate and apply knowledge of investment assets, services, and financial instruments to meet client needs
Demonstrate and apply knowledge of economic factors to provide investment solutions
Provide advice in an investment context using the Six Step Process