Investment Planning
Refreshed December 2023 | CPD time: 2 Hours
This module provides an understanding of risk, asset allocation and classes, charges, investment types, principles, and theories, ways to invest, ratios, and of how to bring them all together when considering investment planning for a client.
1. The Economy
2. Asset Classes
3. Investment Wrappers
4. Investment Principles and Ways to Invest
5. Main Investment Theories
6. Risk and Reviews
Module Test