Investment and risk Demo

The aim of this course is to enable you to understand some key advanced advice subject areas relating to trusts 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 CF2 or CeFA2 exams and for professionals looking to brush up on their knowledge.

Course...

Shortened demo course. See details at foot of page.

...br /> After reading each chapter click on the "revision test" 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.

Tax Tables
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1. To understand how economic factors affect investments and their returns
2. To understand the various forms of investment risk and how a client’s appetite for risk can be determined
3. To understand how taxation affects investments held by UK resident and domiciled investors
4. To understand the role of ethical and socially responsible investment in financial advice
5. To understand the following asset classes, their main features and suitability for certain circumstances:

Cash deposits
Government securities and corporate bonds
Equities
Shortened demo course. See details at foot of page.

...nt Scheme
Venture Capital Trusts
Derivatives
Exchange traded funds
Hedge funds
Offshore funds
Employee share schemes
Pensions
Alternative investments

9. Tax wrappers
Individual Savings Account
Child Trust Fund

10. Taxation
Income tax
Capital gains tax

11. Portfolio construction

12. Regulation
Customer advice rules for investments
Safeguards for investors

13. Glossary

14. End of course assessments