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Level 5
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30 Credits
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0.25 EFTS
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Delivery type:Online
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Course duration: 16 weeks
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Course cost:$915 NZ Domestic$2,561 NZ International
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Workload - Approximately 19 hours per week
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.
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
This course is delivered online, so you will access your course material and submit assessments online. Our online courses may include reading, videos, quizzes or activities, and you may need to download content.
For online learning you need:
- Access to a laptop or desktop computer
- Reliable internet and data plan.
If you are unsure if your current computer, Windows or internet access will allow you to study online, please contact us before applying to enrol.
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.