Course Details

The objective of the examination is to ensure that candidates demonstrate the ability to apply the knowledge, theory and practical techniques required in order to assess a client’s current financial position and future requirements, make suitable investment recommendations, monitor performance and respond appropriately to changing needs and circumstances.
The examination will test candidates’ ability to apply knowledge and understanding of the following elements:

• The macro-economic context of investment advice and planning
• The main asset classes; characteristics and applications
• The main investment products; characteristics and applications
• Identification, measurement and assessment of investment risks and returns
• Portfolio planning, construction, review and maintenance
• Provision of investment advice including the ability to analyse clients’ circumstances and apply suitable investment product recommendations to meet client-led objectives