R02 - Investment Principles & Risk

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 R02 and AF4 exams in 2017.

By the end of the day delegates will able to:

• identify the characteristics and risks of the main asset classes.

• accurately calculate and interpret the main performance measures of a Bond

• accurately calculate and interpret the main performance measures of shares

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

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

• understand and analyse an asset’s Standard Deviation and Beta

• calculate accurately the output of the Capital Asset Pricing Model and explain its limitations

• explain the differences between systematic and non- systematic risk

• explain the concept of the Efficient Frontier

• explain how correlation is measured.

• understand the principles of Modern Portfolio Theory

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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