COURSE DESCRIPTION

  • Learners have access to their course material for 180 days from date of enrolment , thus are able to complete their study preperation at their lesure. (Self-Paced) 
  • Online assessment (2 multiple choice exam attempts included.)

NQF Level 3 courses

NQF levels are intended to award registered learners with national accreditation based on their skills and knowledge. NQF 3 is equivalent to Grade 11 or Standard 9, and is often a stepping stone to NQF 4 and beyond.

NQF Level 4 courses

NQF levels are intended to award registered learners with national accreditation based on their skills and knowledge. NQF 4 is equivalent to Grade 12 or Standard 10 (Matric), and is a FET – Further Education and Training – category qualification.

NQF Level 5 courses

NQF levels are intended to award registered learners with national accreditation based on their skills and knowledge. NQF 5 is a National Certificate or National Diploma and is a HET – Higher Education and Training – category qualification

NQF Level 6 courses

NQF levels are intended to award registered learners with national accreditation based on their skills and knowledge. NQF 6 is a Bachelors Degree or Higher Diplomaand is a HET – Higher Education and Training – category qualification.

COURSE CONTENT

 

Unit 1 – Analyse and describe the different asset classes and their role in a financial plan

  • Overview of asset classes
  • What is an Asset Class
  • Analyse asset classes to determine their characteristics
  • Bonds
  • Equities
  • Property
  • Alternative investments
  • Cash investments

Unit 2 – Briefly describe financial markets and instruments in terms of investments.

  • Reform of the financial sector regulatory system
  • Role players in the Financial Markets
  • Financial Markets Description
  • Money market
  • Capital market
  • Equity market
  • Property market
  • Hard Assets
  • Derivatives
  • Financial Instruments Description
  • Foreign / International Investments

Unit 4 – Analyse the effect of the investment environment on the asset classes.

  • Risks in the investment environment are analysed with reference to the different asset classes
  • Risks associated with active and passive management of an investment portfolio are analysed and an indication is given of when each style is appropriate.

Unit 5 – Investigate how market conditions impact on asset classes

  • Knowledge of market conditions is applied to the asset classes and an indication is given of how a change in market conditions would affect the asset class and a proposed investment strategy;
  • Relationships that exist between the asset classes are described with reference to changes in market conditions and investor behaviour.

Unit 6 – Discuss the composition of the investment portion of a financial portfolio with reference to asset classes

  • Impact of diversification
  • Volatility
  • Market risk
  • Currency risk
  • Optimal growth
  • Expected rate of return
  • Balancing of the portfolio

Unit 7 – Analyse the risk profile of a client in order to propose a financial solution

  • The personal circumstances of a client are determined in terms of needs, wants, appetite for risk and lifestyle
  • A client`s financial situation is analysed to determine a risk profile at a specific life stage
  • The risk profile of a client is matched to the appropriate asset classes
  • The risk a client is prepared to take is matched to the risk associated with the different asset classes in order to recommend an investment solution for a specific client

Course Curriculum

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