CF2 – Investment and risk

What does the unit cover?
This unit develops the individual’s knowledge and understanding of investment planning issues taking account of economic factors, risk, asset allocation and tax planning. It also helps with developing the individual’s understanding of the investment products available.

The main syllabus elements are:

Candidates should be able to understand the:

• Economic and other factors affecting investment returns
• Key features of the different asset classes and product types and the role of ethical investment in financial advice
• Risks involved in investments, how risks affect returns and the risk profile of investors
• Taxation considerations in the investment process
• Importance of asset allocation in investment decisions
• Effect of other issues on investment planning

How is it examined?
2 hour, 100 question multiple-choice exam. Pass mark is around 70%

For information on taking this course, please complete the form below or contact us using the details provided.

Contacting Us:
Tel: +44 (0) 1786 449329
Fax: +44 (0) 5603 113491
Email: info@fstcollege.com