J10 - Discretionary Investment Management

Led by a CII certified trainer, this one day training course costs £65 for members (non-members £85) and is suitable for candidates studying for their J10 and AF4 exams in 2017.

By the end of the day delegates will able to:

• identify the factors that must be taken into account in recommending an appropriate portfolio for a client’s needs

• understand the characteristics of the main investment strategies

• understand the characteristics of “non-main stream” investments such as options, CFDs and Hedge Funds

• accurately calculate the Holding Period Return, Money Weighted Period Return, Time Weighted Period Return and identify when it would be appropriate to use each

• understand the concept of Alpha

• accurately calculate and interpret the main risk related returns, Sharp Ratio and Information Ratio

• understand the concept of benchmarking

• analyse the performance of a portfolio and identify the cause of under or over performance

Schedule

9am - Registration

9.30am - Morning session

12.45 - Lunch (buffet lunch provided)

13.30 - Afternoon session

16.45 - Day finishes

There will be a 15 minute break in the morning and afternoon and refreshments will be provided throughout the day.

Full joining instructions will be sent to those who have registered, shortly before the first session takes place.

Online Booking
If you would like to join us for this event, please click on the Book Now button below.

For AF4 candidates, we are also offering a 3 day revision course which includes the above. Click here for further details.

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