AF4 Investment Planning - Module 2 - 2024/25

Content
4 modules

Instructor
Learner Experience

Description

In Week 2 we will cover Collective Investments.

Objectives

By the end of Week 2 you will;

  • Have had a refresher on analysing the characteristics, inherent risks, behaviours and relevant tax considerations of investment products
  • Have had a refresher on applying the investment advice process
  • Have had a refresher on the principles of investment planning
  • Have had a refresher on analysis the performance of investments

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 2 of AF4
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2.
R02 Study Guides - Week 3 & 4
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3.
Structured Products Summary
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4.
End of Week Testing
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