Duration
1 day
About the course
This course is for those wishing to progress to the CII Level 6 Advanced Diploma in Financial Planning
Who should attend?
This course is for those who have previously gained knowledge through study of key units from the CII Level 4 Diploma in Regulated Financial Planning or the CII Level 4 Diploma in Financial Planning.
Workshop Content
- Income Tax & Capital Gains Tax refresher
- Cash/cash equivalent investments
- Fixed interest investments
- Equities
- Property & alternative investments
- Macro-economic environment
- Main investment theories
- Time value of money
- Nature and impact of the main types of risk
- Unit trusts and OEICs
- Investment trust companies
- Life assurance based investments
- Other investments and wrappers
- The investment advice process
- Principles of investment planning
- The performance of investments
- AF4 The regulatory environment