Financial Services – Investment (Level 5)*
Gain the essential skills needed to provide expert guidance and advice to clients looking to invest. You’ll learn how to analyse client needs, tailor investment plans to individual goals, and communicate complex concepts clearly and effectively.
This course will equip you with the knowledge and tools to navigate the complexities of financial planning, investment strategies, and risk management, ensuring you can effectively support your clients in achieving their financial investment goals.
Fit study around your schedule with our flexible online platform. Get industry insights, join our community of online learners and be guided to success with our industry experienced tutors.
Whether you’re new to the field or looking to enhance your expertise, our course will prepare you for a successful career in financial advisory services.
Successful graduates of our Certificate in Financial Services (Level 5) – Investment Strand will benefit from enhanced employment opportunities in roles such as:
Investment Advisor
Investment Advisor Support
Business Development Manager
Paraplanner
* Programme subject to NZQA approval.
You will learn:
An understanding of the Financial Services Legislation
The different types of investments available for your clients
How and what to invest in based on market trends, client goals and more
Legal, ethical and professional obligations to your clients
How to promote and market your services by building your online presence
Essential sales skills to acquire new clients with lead generation and nurture techniques
Roles and responsibilities of investment organisations and participants
Proficiency with investment calculators and tools
Course start dates
Full-time Intakes
Part-time Intakes