Course Details

Class of Business Training: Investments
Course Content
Module 1: Introduction to Investments
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Module 2: The Economy and Investments
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Module 3: Traditional Asset Classes
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Module 4: Alternative Asset Classes
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Module 5: Collective Investment Schemes and Other Investment Vehicles
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Module 6: Retail Pension Benefits
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Module 7:The Financial Planning Environment
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Course material
The Class of Business Training in Investments is designed to equip participants with a comprehensive understanding of investment principles, asset classes, and the factors affecting investment decisions. Through this training, participants will gain insights into both traditional and alternative investment types, the financial planning environment, and relevant legislation. The curriculum emphasizes the relationship between risk and return, investment vehicles, and the importance of compliance with ethical standards in the financial services sector. Upon completion of this course, learners will be prepared to make informed investment decisions and effectively navigate the complexities of the investment landscape.
- Self-paced learning modules, quizzes, and downloadable resources.
- Assessment: Quizzes at the end of each Module, final assessment to evaluate overall understanding of the material.
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