Learning Material Sample

Investment and risk

3.1 Risk and returns - principles of risk and returns

Chapter Links

Introduction and overview of investment and risk

1.1 The economic environment - political factors

1.2 The economic environment - social factors

1.3 The economic environment - economic and financial factors

1.4 The economic environment - management of the UK economy

2.1 Investment consideration - need for savings and investments

2.2 Investment considerations - qualifying savings and investment needs

2.3 Investment considerations - ethical investment

3.1 Risk and returns - principles of risk and returns

3.2 Risk and returns - types of risk that may affect investment returns

3.3 Risk and returns - risk reduction

3.4 Risk and returns - measuring volatility

3.5 Risk and returns - time value of money

4.1 Asset classes - cash

4.2 Asset classes - fixed interest securities

4.3 Asset classes - equities

4.4 Asset classes - property

5.1 Unit trusts and OEICs - unit trusts

5.2 Unit trusts and OEICs - Open Ended Investment Companies

5.3 Unit trusts and OEICs - fund supermarkets and wrap accounts

5.4 Unit trusts and OEICs - index tracking funds

6. Investment trusts

7.1 Life assurance investments - investment bonds

7.2 Life assurance investments - endowment policies

7.3 Life assurance investments - annuities

8. Other investments

9.1 Tax wrappers - Individual Savings Account

9.2 Tax wrappers - Child Trust Fund

10.1 Taxation - income tax

10.2 Taxation - capital gains tax

11. Portfolio construction

12.1 Regulatory aspects - customer advice rules for investments

12.2 Regulatory aspects - safeguards for investors

13. Glossary

14. End of course assessments

In this section, we describe the fundamental principles relating to an investor’s desired returns against the level of risk that he or she is prepared to take.

Overview

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CF2 Investment and risk - online course (CLOSED)

CeFA2 Investments and risks - online course (CLOSED)