Investments

This course aims to offer a comprehensive and easily understandable overview of investment planning. The fundamentals of investment seek to demystify the process of using money to generate more money and provide a basic introduction to key investment topics. By completing this guide, you will understand investing basics and the essential steps required to develop investment plans for your clients. Upon completing this course, you should feel empowered to serve your existing and potential customer base better, thereby enhancing customer acquisition, satisfaction, and retention for your business. This program aims to motivate you to excel at your job and inspire you to provide a service that adds new meaning and passion to your professional endeavours.

• Module 1: Investment Planning - an Overview
• Module 2: Risk Profiles
• Module 3: Basic Investments
• Module 4: Ordinary Investments
• Module 5: Advanced Investments
• Module 6: Industry Standards and Codes of Conduct