Investment Business
Investment Business
| Duration: | 9 x 2 hours |
| Level: | |
| Suitable for: | |
| CPD Hours: | 18 |
| Cost: | £675.00 |
| Dates: | Tue 21 Feb 2012 Book Now »
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Programme content
Seminar 1: Bonds and How They Work
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- What is a bond and how do they work?
- Types of bond and their risk profile
- How to value bonds
- Investment planning with bonds
Seminar 2: How to Carry Out a Portfolio Review
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- How to establish investment returns
- Risks to consider when reviewing a portfolio
- Recommending a different course of action
- Working out share performance
- Returns on investments
Seminar 3: Investment Risk for Trustees
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- Different types of risk
- Implications for trustees
- How to reduce risk
Seminar 4: The Role of a Custodian
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- What are the roles and risks of a custodian?
- How to due diligence
- How the safekeeping role operates in practice
- Day-to-day operations
Seminar 5: Investment Sales Tips
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- How to increase revenue opportunities
- Fact-finding a client
- Client disturbance techniques
- Closing the sale
Seminar 6: Basic Financial Maths
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- Calculating ratios and working out
- percentages
- Simple equations
- Maths in the workplace
Seminar 7: Financial Markets
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- The main markets – equity and debt
- Different types of products
- Financial instruments
Seminar 8: Fundamentals of Offshore Funds
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- Main types of offshore funds
- Their place in wealth management
- Why are they beneficial?
Seminar 9: Understanding Investment Risk With Clients
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- Use of risk tolerance questionnaires to establish risk profile
- Does your client understand risk?
- Explaining investment risk to clients
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Open Day on Saturday 28 April for New Degree Programme
An opportunity to find out more about the BSc (Hons) International Financial Services at the Business SchoolRead More »
CPD Plus Seminar Series 2012-2013 starting 16 May
The 2012–2013 CPD Plus Seminar Series will comprise ten seminars of 50-60 minutes followed by a 15 minute Q&A, plus two highlight events.Read More »