AF4 – Investment Planning

What does the unit cover?
This unit enables candidates to advise in detail on a range of investment planning issues. The main syllabus elements are:

  • The investment environment
  • Various types of investments
  • The measure and management of risk
  • Investment portfolio construction
  • Investment management services
  • Performance evaluation

How is it examined?
3 hours, case study approach. 160 marks spread over three compulsory questions. Marks for questions 2 and 3 may vary between exam sessions. Question 1 worth 80 marks, questions 2 and 3 worth between 35 and 45 marks. Pass mark is around 55%.

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