InvestmentPlanning
Purpose
This course builds upon Fundamentalsof Investment and explores in greater detail the theoretical and practicalconcepts behind investing, including financial statements, portfolio theory andinternational investments.
This is a stand alone course that is part of the nationally recognised New Zealand qualification of the National Certificate in Financial Services (Financial Advice) (Level 5).
Who should attend this course?
Are you:
- Currently or intending to become a specialist investment adviser
- Interested in portfolio construction and the operation of the investment markets
- A financial planner, investment adviser, plan writer or paraplanner
Learning objectives
After completing this course youwill be able to:
- Establish relationships with clients and determine extent of service
- Ascertain a client’s investment risk profile and construct an investment portfolio
- Research and analyse investment products and comment on their performance
- Explain the various investment styles and strategies commonly used
- Develop appropriate investment strategies and solutions
- Evaluate investment options on behalf of a client
- Develop a comprehensive investment plan
- Successfully negotiate the elements, terms, conditions or an investmentplan/portfolio with a client
Content
- Establish relationships with clients and determine extent of service
- Ascertain a client’s investment risk profile and construct an investment portfolio
- Research and analyse investment products and comment on their performance
- Explain the various investment styles and strategies commonly used
- Develop appropriate investment strategies and solutions
- Evaluate investment options on behalf of a client
- Develop a comprehensive investment plan
- Successfully negotiate the elements, terms, conditions or an investmentplan/portfolio with a client
Qualification
Upon successful completion of thiscourse, you will receive a Certificate of Competence signifying partial completionof the following NZQA accredited New Zealand qualification, the National Certificate in Financial Services (Financial Advice) (Level 5).
This course is approved by the New Zealand Qualifications Authority(NZQA) under the provisions of the Education Act 1989, and Adviserlink is a registered private training enterprise accredited to teach it.What next?
To find out more about our open-entry self-paced distance education or fast-track workshop courses, please call 0800 932 567 or email training@adviserlink.co.nz
Course Overview
| Pre-requisites | Fundamentals of Investment |
|---|---|
| Commencement | Enrol Anytime |
| Course Manual | Mailed to you upon enrolment |
| Assessment | Assignment + Multiple Choice |
| Student Support | Full Telephone Support |
| Distance Education | $610 ex GST |
| Workshop | $990 ex GST (2 days) |
| CPD/CE Hours | 12 Hours |