AF4 Investment planning

This course is for those wishing to progress to the CII Level 6 Advanced Diploma in Financial Planning.

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

Find Out More

Call us on 0117 959 4135 or leave your details below and we'll contact you shortly.
Course Information

Related Courses