This examination is part of the suite of subjects which go towards the attainment of the advanced financial planning diploma and will lead ultimately to Chartered Financial Planner. The examination is a three hour, case study based examination and covers:
- The economic environment and its impact on investment performance and the decision making process regarding investments.
- Features, risks and returns of direct and collective investments
- Company accounts and performance
- Types and measurement of financial return
- Principles in portfolio construction, investment styles and risk and reward
- The range of portfolio management services
Here at New Dawn, we have a range of learning material to help you on your way. We give access to a multi choice question bank to allow you to refresh your knowledge as well as case study questions which have been written in a similar vein to the examination questions themselves.
Our fees for this subject is £125 plus VAT at 20% and includes the resources stated above plus e mail support throughout your study.
