Overview

This qualification covers fundamental topics such as investment principles, portfolio management, securities analysis, risk management, retirement planning, estate planning, and tax considerations. It supports the development of new entrants into the financial services industry and provides opportunities for employees to specialize and grow into fully-fledged Financial Advisors.

It lays a foundation for entry into the investment advisory industry and supports the growth of the financial services sector through professional training.

Programme Outline

• Overview of the Investment Advisory Industry
• Regulatory Requirements for Advising Clients on Insurance and Investments
• Fundamentals of Investments
• Principles of Providing Investment Advice to Clients
• Advise Clients on Potential Investment Opportunities
• Facilitate the Implementation of Agreed Investment Decisions

Skills You will develop

With this qualification you will be equipped with comprehensive skills in investment analysis, portfolio management and risk assessment.

Possible Careers

• Investment Adviser Representative
• Financial Advisor
• Wealth Manager
• Portfolio Manager
• Financial Planner
• Retirement Specialist
• Estate Planner
• Financial Consultant
• Client Relationship Manager
• Investment Analyst