- Describe the range of asset classes typically used in the construction of investment portfolios, as well as their typical characteristics, terms and features, and tax implications.
- Describe the impact of applicable economic and environmental factors, such as economic business cycles, inflation, monetary and fiscal policies, interest rates and exchange rates on the asset classes that underlie investment products.
- Describe the general risks associated with investing, purchasing or transacting in the different asset classes.
- Describe the principles, options and strategies applicable to provide effective combinations of asset classes to suit the needs of different investors.
Who should register?
Financial advisors, Para-planners, Business owners