AF4 Investment Planning - Module 6 - 2024/25

Content
9 modules

Instructor
David Tait

Description

During Week 6 we will cover Measuring Performance.

Objectives

By the end of Week 6 you will understand ;

  • Investment Theory
  • Investment Ratio
  • Investment Advice
  • Portfolio Construction

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 6
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2.
Investment Theory
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3.
Investment Ratio
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4.
Investment Advice
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5.
Portfolio Construction
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6.
Behavioural Finance and Bias Summary
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7.
Thematic Investing Summary (including ESG and Ethical)
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8.
Learning Videos
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9.
Week 6 - Exam Style Case Studies and Questions
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