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
  • Financial Instruments Description

Unit 3 – Discuss the different types of investment vehicles

  • Collective Investment Schemes
  • Equities
  • Interest-Bearing Investments
  • Linked and market-related Investments
  • Endowments
  • Tank Containers
  • Hedge Funds
  • 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 behavior

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

No curriculum found !

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