Investment principles, markets and environment Demo

The aim of this course is to enable you to understand some key advanced investment advice subject areas and apply your knowledge in order to make well-reasoned client recommendations. The learning outcomes are appropriate both for someone wishing to supplement their studies for the J06 Investment principles, markets and environment exam or for professionals looking to brush up on their knowledge.

Course material
The course material consists of:

...

Shortened demo course. See details at foot of page.

...; image to test your understanding of the chapter. At the end of the course all the revision questions have been combined into one revision test, you may want to take this prior to the case study and final exams.

Sample study plan and presentation
See here for sample study plan and here for our study planning audiovisual presentation.

Tax Tables
Click here for a PDF summary (opens in a new window)

 

Learning outcomes

To understand the main economic issues that relate to investment planning
To understand the main principles in relation to investment portfolio risks and returns
To understand how to verify a client’s investment objectives
To understand the risks, key features and returns of cash, corporate bonds, equities and property
...

Shortened demo course. See details at foot of page.

...nagement services
Introduction
Financial calculations
Risk adjusted returns
Indices
Understanding and using statistical data
Investment criteria
Past performance
Role of portfolio managers
Options for portfolio investment
Charging structures

8. Glossary

9. End of course assessments