Economic and Investment Overview

2.5 CPD

R244.35

Economics impacts on the flow of money, prices, investment markets, and availability of resources and is thus important in investment planning. This course provides information on economics and the influence of economic factors on different asset classes, as well as on how to match the correct investment portfolio from a combination of asset classes to suit a particular client’s objective financial needs and risk profile.

Description

Focus Area

  1. 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.
  2. 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.
  3. Describe the general risks associated with investing, purchasing or transacting in the different asset classes.
  4. 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

CPD information

2.5