Economic and Investment Overview

3.5 CPD


Accreditation expiry date: 31/05/2024

An understanding of economics is vital, as economics impacts the flow of money, prices, investment markets, and availability of resources (amongst many other factors), and thus plays an extremely important role in investment planning.

The purpose of this course is to equip the financial advisor with core knowledge and understanding of economic and environmental factors and risks that impact investments, as well as provide a basic understanding of the typical underlying asset classes (investment instruments) that are used in investment portfolio-building for products such as long-term investment policies, retail pension benefits, pension fund benefits, collective investment schemes and hedge funds.

Professional Body: FPI
Approval Number: FPI23035405

Once you have completed this course you will be able to:

  • 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

  • Key Individual
  • Compliance Officer
  • Representative
  • Manager


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