This module assumes a level of knowledge which has been examined to at least J06 level. The examination follows the standard advanced diploma examination and deals with the following matters:

• Economic environment and its impact on investment performance and investment decision making
• Main features, risks and returns of direct financial investments, collective investments and other investments
• Individual company performance and company accounts
• Measurement and management of risk
• Main principles governing how to construct an investment portfolio
• Range of investment management services, how their performance is evaluated, and their regulatory environment

AF4~ Investment Planning

£120.00

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