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 management

Switching 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