Disc 1
Introduction |
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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 |
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|
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 |
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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
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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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