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Investments (DFS4) |
Financial Advice (DFS1) » |
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Course Name: Duration |
Investments |
Investments Course overview
This fourth Diploma of Financial Services course will allow you to provide personal advice on property ownership structures, listed property trusts, managed investments schemes, shares and fixed interest products.
| Module | Content |
1. Understanding Managed Investments and Securities |
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2. Types of managed investment products |
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3. External factors that can impact on managed investments |
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4. Constructing a portfolio of managed funds |
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5. Present appropriate strategies and solutions to the client |
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Investment Planning Course assessment
Upon enrolment, you will receive a Course manual which includes three types of content that form the requirements to successfully complete this Course:
1. General Content;
2. Reference Material; and
3. Assessment Material.
Prior to attending the face-to-face workshop you will need to complete the required reading which includes the reading, re-reading and analysis of the General Content, Reference Material and Assessment Material.
The face-to-face workshop is a skill-based program moderated by a facilitator qualified to deliver and assess Student’s knowledge and skills and assist Students in developing responses to activities in a group setting. Activity questions include case studies, role-plays, short answer and multiple choice questions to provide skill-based learning outcomes.