J10 Discretionary Investment Management Remote Study Course Q1 2023

This event will be held via video webinar.

If you have any questions please contact Susan Stamp at secretary@sussexcii.org.uk or on 07933 998426.

Module 1

Part 1 - Monday 23 January 2023 9.30 am - 1.00 pm

Part 2 - Tuesday 24 January 2023 9.30 am - 1.00 pm

Module 2

Part 1 - Tuesday 7 February 2023 9.30 am - 1.00 pm

Part 2 - Wednesday 8 February 2023 9.30 am - 1.00 pm

J10 - Discretionary Investment Management

This two-module course aims to significantly improve delegates' chances of passing their J10 exam by developing an understanding of the key technical points that are likely to be tested.

Many candidates choose to study J10 and AF4 at the same time as there is a large amount of overlap in content. Those candidates may benefit from our three-module course that can be booked here.

The programme will consist of two modules to give delegates more time to build up their knowledge and understanding.

Led by John Trayner, a CII Approved Trainer, each of the two modules will provide a full 6 hours’ CPD. The cost of this two-module course is £140 for CII/PFS members (£180 for non-members). If you would like to join us for this event, please click on the Book Now button below. (Please note, to benefit from the discounted rate, you will be required to provide your membership number at the time of booking.)

Payment can be made by credit/debit card or you can request an invoice to pay offline by cheque or BACS transfer. Credit/debit card payments can only be accepted online at the time of booking and not afterwards.

Course Dates and Objectives
The dates of this course are set out below. By the end of each module, delegates will be able to:

Module 1 - Monday 23 January 2023 and Tuesday 24 January 2023

Asset classes

• understand the characteristics and risks of the main asset classes; cash, bonds, equities, property and commodities
• solve compounding, discounting and rate of return calculations
• calculate and interpret the key performance measures of Bonds
• calculate and interpret the main data from a company’s Profit and Loss Account and Balance Sheet
• calculate and interpret the key performance measures of Shares including their Standard Deviation and Beta
• understand the factors in assessing whether to invest in property and commodities
• understand the principles of Modern Portfolio Theory including Capital Asset Pricing Model and the differences between systematic and non-systematic risk
• understand the principles of futures and options
• understand how the wider economy influences the performance of the different asset classes

Module 2 - Tuesday 7 February 2023 and Wednesday 8 February 2023

Collective investments, Portfolio Construction and Performance Review

• understand the benefits of using collective investments compared to directly held assets
• understand the differences between a closed and open-ended fund structure together with the advantages and disadvantages of each
• understand the main tax shelters that can be used around collective investments
• understand the characteristics of an EIS, SEIS and VCT together with their suitability for investors
• understand the main investment strategies against the background of current economic conditions
• identify how portfolio construction can mitigate risk including the use of correlation and Efficient Frontier
• 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, Sharpe Ratio and Information Ratio
• analyse the performance of a portfolio and identify the cause of under or over performance

Other information

Please note that these webinars will be run using Zoom technology and you may need to install relevant software onto your computer, tablet, etc in order to follow the webinars.

Full joining instructions will be sent to delegates ahead of the first session.

About our speaker
John has over 40 years’ experience in insurance and financial services. Not surprisingly most of his former employers no longer exist because of mergers and takeovers. For example he joined Leeds Permanent Building Society in 1986 and at retirement was working for Lloyds Banking Group even though he’d never changed employers! The last 15 years were spent in the training department specialising in professional exams.

Not wishing to spend retirement watching daytime TV he decided to become a freelance trainer specialising in helping people to pass the CII’s Financial Services exams.

John is a Chartered Insurance Practitioner and a Fellow of both the Chartered Insurance Institute and the Personal Finance Society.

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