CISI Investment, Risk and Taxation 2024/25 - Module 5

Content
1 module

Instructor
Learner Experience

Description

In Week 5 we will cover Investment Planning, Investment Advice and Portfolio Review and Performance.

Objectives

By the end of Week 5 you will understand;

  • Investment Planning
  • Investment Advice
  • Portfolio Review and Performance

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
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