Investment principles, markets and environmentIntroduction to investment principles, markets and environment 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: 7 chapters of study notes containing s... Shortened demo course. See details at foot of page. ...fter 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.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 To understand the risks and returns available from alter... Shortened demo course. See details at foot of page. ...nt managementSwitching and churning 7. Measuring portfolio performance and investment management 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 |
This is a shortened version of our online course, built so that you can get a good idea of what is provided. The full version shows all the current text and is fully formatted. Use the top right drop down menu to view the chapters. If you have already purchased this course, please log in to access the full version Our online courses page lists details of all our courses. For more details on the above course see; |