This online investments course is designed for people working in or wish to enter the financial services industry. It will give you contextual and product knowledge for specialist roles within the investment sector. It will enable you to apply knowledge of investment concepts, products and regulation to the provision of investment services.
-
Level5
-
Credits30
-
Cost$816 NZ Domestic$2,393 NZ International
-
EFTS0.25
-
Delivery typeOnline only
-
Teaching weeks 16 weeks
-
Workload Approximately 19 hours per week
-
Prerequisites Check entry and other requirements under the qualification you are studying
For more information watch the course introduction video below.
What you will learn
When you successfully complete this course you will be able to:
- Recognise environmental, technical and risk factors that impact on investment advice.
- Analyse financial calculations and risk factors that impact on investment advice.
- Evaluate the suitability of investment products, structures and options in terms of their benefits, risks, limitations.
- Apply environmental and technical factors in an investment context.
- Apply the six-step advice process in an investment context.
Assessment
This course is 100% internally assessed.
Textbooks
No textbooks are needed for this course.
Computer and internet requirements
To complete this course you will need access to a laptop or desktop computer, reliable broadband internet connection and a data plan able to support online learning such as streaming of videos (including YouTube), downloading content, and writing and submitting online assessments. If you are unsure if your current computer or internet access allows you to complete your online learning with us, please contact us before applying to enrol.
Learn more about our online learning and study tools.
How to enrol
Before enrolling in this course you need to:
- choose the qualification you will study the course under
- check the order that courses in the qualification should be studied in the Qualification Structure table. This is in the Choose courses and apply tab on the qualification page.
Work towards
You can do this course as part of these qualifications:
Certificate
Course availability over the next 12 months
Oct
|
Nov
|
Dec
|
2025
Jan
|
Feb
|
Mar
|
Apr
|
May
|
Jun
|
Jul
|
Aug
|
Sep
|