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Investment Planning online course

Investment planning as a component of financial planning covers a wide area. It includes, amongst others, investment instruments, investment vehicles, investment processes, taxation and implementation options. Given that many of the more basic and theoretical aspects are covered within the financial planning education environment, this course will focus on three more advanced topics.

Firstly, it explores the very important issue of the value of financial and investment advice, and whether this value can be quantified or measured. Secondly, it explores the discussions around risk within the investment environment: what it means and whether traditional risk-profiling questionnaires have a place within the investment planning process. Lastly, the course looks at the discretionary fund manager and what his role is within the investment planning process.

The purpose of this course is therefore to encourage critical thinking and introspection from an individual planner and/or financial services provider’s ‘business perspective’ in respect of these important issues.

Once you have successfully completed this course, you will be able to:
  1. Discuss the value of advice to a financial planning client
  2. Explain the various quantifiable and non-quantifiable measures that client’s value in a financial planner
  3. Discuss the evolution of risk profiling from the traditional risk-profile questionnaire to the new, alternative approach to risk profiling
  4. Identify and explain the risk in using the traditional risk-profile questionnaire method as the sole measure of risk for a client
  5. Identify and explain the benefits of using the alternative approach to risk profiling in measuring the risk for a client
  6. Discuss the various potential roles of a discretionary fund manager
  7. Explain the benefits of using a discretionary fund manager, both to the financial planner and to the client.

Online course details

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