Adviserlink Learning Courses

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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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