Content
1 module
Instructor
Learner Experience
Description
In week 5 we will cover Statements of Financial Position, Client Investment Profiles, Investment Selection and Suitability, Managing a Client Portfolio and Changes that can Affect a Client Portfolio.
Objectives
By the end of week 5 you will understand;
- Statements of Financial Position
- Client Investment Profiles
- Investment Selection and Suitability
- Managing a Client Portfolio
- Changes that can Affect a Client Portfolio
Certificate
By completing/passing this course, you will attain the certificate (8 hours CPD) - Exam Support Accredited CPD Certificate
Learning credits
Core CPD
8.0
1.
Module 5 - Study Guide
{{ vm.helper.t('reports.module') }}
Shopping Cart
Your cart is empty