Learning Material Sample
Investment and riskIntroduction and overview of investment and risk 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 exa... Shortened demo course. See details at foot of page. ...sAfter reading each chapter click on the "revision test" image at the top of the last section in the chapter. Tax Tables Click here for a PDF summary (opens in a new window) , note these are comprehensive table covering a wider area and not just for use with this course.
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 Property. 6. To understand the following product types, t... Shortened demo course. See details at foot of page. ...Life assurance investment productsInvestment bonds Endowment policies Annuities 8. Other investments Unlisted securities Enterprise Investment 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 |
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