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J06

This material is up to date and is suitable for April 2010 exam sittings and beyond.

Investment principles, markets and environment - J06


On CD
Price: £41.70 including post and packing + VAT, (£49 inc)
To purchase this Audio Pack on CD online please click here

4 Disks
11 Modules
Total length of CDs approx 4 hours

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On Download J01
Price: £33.19 + VAT (£39 inc)
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Size: 11 modules
Download time: approx 30 seconds to 2 minutes for each module over high speed broadband

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- Click here to listen to a sample module

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"I wanted to thank you very much for the invaluable support provided by you from the J06 audio material. I am delighted to have passed. My husband shared the 'enjoyment' of hearing the CDs repeatedly, and thankfully, to keep the harmony in the household, he has also passed the exam." Alison Smith, Standard Life

The key areas of each module is shown below.

Disc 1
Introduction
 

Module 1 (15 minutes)
J06 and Exam technique

Structure of the diploma exam | exam preparation | 6 rules to remember in the exam
Module 2 (8 minutes)
AF4 and the Advanced Diploma
Structure of the Advanced Diploma exam | tips on how to approach Advanced Diploma exams
Module 3 (32 minutes)
Economic Issues and Investment Portfolios
Investment trends - political, international and speculation | seven economic and financial forces | supply and demand | the financial system | government and financial markets | role of central banks

Module 4 (22 minutes)
Portfolio risks and returns

Measurements of returns | measurement of risk | correlation and covariance | modern portfolio theory | systematic and unsystematic risk | capital asset pricing model
Disc 2  

Module 5 (17 minutes)
Client Objectives and Constraints

Client objectives | timescale | inflation | tax | risk | socially responsible investments (SRIs)

Module 6 (37 minutes)
The risk and returns of the main asset classes - part one

Characteristics of cash, fixed interest securities and property - by to let, direct investment in commercial property and investment vehicles, eg REITS
Disc 3  

Module 7 (34 minutes)
The risk and returns of the main asset classes - part two

Placing equities | measures of values - dividend yield, P/E ratio and NAV | categorising different types of share | measuring risk and return - profitability, profit volatility, liquidity management and operational efficiency

Module 8 (32 minutes)
Risk and returns from alternative investments

Private equity | EIS | VCTs | derivatives | commodities | hedge funds | art and antiques | structured products
Disc 4  
Module 9 (18 minutes)
The portfolio construction process and asset allocation
Optimisation models | benchmarks | passive investment management | efficient market hypothesis | active investment management - top-down and bottom-up | switching and churning

Module 10 (28 minutes)
Assessing portfolio performance and investment management services

Financial calculations | indices | using statistical data | investment criteria | past performance | choosing a fund manager | options for portfolio investment | advisory and discretionary investment management | charging structures
Module 11 (18 minutes)
Crammer Module
The summaries from the previous modules

 

 

 
 

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