Standard Set D: Investment Adviser

20 February 2014

This 3-day course gives you an in-depth understanding of the investment concepts used by financial advisers, and how to apply the principles of investment advice. It covers the theory and concepts relevant to investment advice practice as well as techniques advisers can use when analysing clients’ goals. This Standard Set should be considered the minimum education for anyone wanting to become an investment adviser.

Event location

Albany

Event date/time

Tuesday 18 to Thursday 20 February, 9am to 5pm

Event contact information

Contact Sarina at Strategi Institute by email to swhitlock@strategi.ac.nz or call 09 414 1304.

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