Adviserlink Learning Courses
Monday, October 16th 2006, 12:23PM
Fundamentals of Investment
11-13 October Riccarton Park, Racecourse Road, Riccarton, Christchurch
16-18 October Barrycourt, 10-12 Gladstone Road, Parnell, Auckland
Purpose
This course introduces learners to the basics of investment, investment markets, strategies and products and provides a basis for them to evaluate investment options on behalf of investors.
Who should attend this course?
- Have you started or are considering becoming an investment adviser or providing investment advice to clients
- Would you like instruction in the basic concepts of investment planning as practiced throughout the industry
- Do you need an understanding of the different investment products and providers available in New Zealand
Pre requisite/s: Open entry
Content
- The basics of investment
- The mathematics of investment
- An overview of shares and the stock market
- Prospectuses and Investment Statements
- Derivatives and securities
- Fixed Interest Investments
- Property Investments
- Managed Investments
- Advice process and client needs analysis
Course delivery method: 3 day facilitated course or distance learning
Cost of course: $900 or $450 for distance learning (incl GST)
CPD/CE Credits: 15 CPD Credits (Technical)
Challenge test: For recognition of current competence - available on application. Please contact us zofia@adviserlink.co.nz
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