J10 - Discretionary Investment Management 2017

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

By the end of the day delegates will able to:

• understand the characteristics of the short term money market

• accurately calculate and interpret the main performance characteristics of a bond, including its duration

• understand how Gilts are issued in the UK market

• understand the workings of an index linked Gilt

• accurately calculate and interpret the primary financial data in a company's balance sheet and accounts

• understand the concept of rights issues and accurately calculate the post rights issue price

• understand how economic factors can affect the performance of different assets

• 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, warranties and hedge funds

• understand how to analyse the performance of a portfolio against a benchmark and identify the cause of under or over performance

Schedule

9am - Registration

9.30am - Morning session

12.30 - Lunch (buffet lunch provided)

13.15 - 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.

Delegates will also be joined for this session by those who are attending the three-day AF4 course.

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