Fundamentals of Investment Planning II

5.5 CPD


An understanding of investments is essential when advising clients on products that include investment such as long-term insurance investment policies (endowments and sinking fund policies), retirement annuities and collective investment schemes. Because economics impacts on the flow of money, prices and investment markets, amongst many other factors, working knowledge of economics is also essential in investment planning.

This module is the second part of the Fundamentals of Investment Planning I. It serves as a refresher or to build fundamental knowledge and understanding of portfolio management and covers economics and risks that impact investments. During the module, the typical underlying asset classes that are used in investment portfolio-building for the various products will be discussed as well as how to assess investment options in order to provide the best investment advice to clients


Focus Area:

  • Gain a general understanding of the fundamental economics relevant to financial advisors
  • Differentiate between the different types of assets classes and their importance in portfolio management
  • Identify the different types of risks related to investments
  • Conduct basic risk profiling and determine the appropriate investment solutions for different risk profiles

Who should register?

Financial planners, Financial advisors, Para-planners, Business owners

CPD information

5.5 CPD Hours


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