Adviserlink Learning Courses

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

• 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