AF4 Investment Planning - Module 4 - 2024/25

Content
8 modules

Instructor
Learner Experience

Description

In Week 4 we will cover Economic Environment and Company Accounts.

Objectives

By the end of Week 4 you will;

  • Understand Direct v Indirect Investments
  • Understand Suitability and Risks of Asset Classes
  • Understand Tax Treatment of Collective Investments
  • Understand Taxation of Investments
  • Understand Bonds and Equities

Certificate

By completing/passing this course, you will attain the certificate (NEW) Accredited CPD 2020 D

Learning credits

Core CPD
10.0
1.
Introduction to Module 4
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2.
Direct v Indirect Investments
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3.
Asset Classes
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4.
Collective Investments
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5.
Equities and Bonds
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6.
NS & I Summary
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7.
Learning Videos
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8.
Week 4 - Exam Style Case Studies and Questions
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