Basic Investment Principles online course

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• Analyse and describe the different asset classes and their role in a financial plan
• Briefly describe financial markets and instruments in terms of investments
• Discuss the different types of investment vehicles
• Analyse the effect of the investment environment on the asset classes
• Investigate how market conditions impact on asset classes
• Discuss the composition of the investment portion of a financial portfolio with reference to asset classes
• Analyse the risk profile of a client in order to propose a financial solution

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Online course details

• Provider Integrity Academy | Continuous Professional Development (CPD) provider
• Where will it take place? -
• CPD points 8.5 CPD points
• Costs (members)
  R750 (non-members)
  
• Topics covered Asset Management and Risk Management
• Categories
• Registration
• Professional bodies Financial Planning Institute of Southern Africa
  

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Online course registration

 

Register for this online course →