Autoplay
Autocomplete
Previous Lesson
Complete and Continue
R02 - Investment Principles and Risk
Before We Get Started
Introduction (1:38)
R02 Mindmaps
Chapter 1 - Cash investments and fixed-interest securities
Cash investments (4:18)
Banks and building society accounts (3:26)
Money market investments (2:27)
Fixed-interest securities (9:06)
Gilts, Corporate fixed-interest securities, Convertible bonds and Floating rate notes (5:16)
Chapter 1 - Round Up (0:35)
Chapter 1 - Test Your Knowledge
Chapter 2 - Equities, property and alternative investments
Equities (6:00)
Investment ratios (3:00)
Indices (3:20)
Property (4:56)
Alternative investments (3:04)
Chapter 2- Round Up (0:44)
Chapter 2 - Test Your Knowledge
Chapter 3 - Economic environment
Economic environment and economic cycles (6:11)
Balance of payments and exchange rates (4:52)
Fiscal and monetary policy (3:59)
Inflation (2:09)
Financial investment in the economy and trends in investment markets (2:44)
Chapter 3 - Round Up (0:37)
Chapter 3 - Test Your Knowledge
Chapter 4 - Investment Theory
Modern portfolio theory (4:24)
Capital asset pricing model (1:40)
Multi-factor models, efficient market hypothesis and behavioural finance (4:19)
Chapter 4 - Round Up (0:30)
Chapter 4- Test Your Knowledge
Chapter 5 - Time value of money
Time value of money (2:59)
Chapter 5 - Round Up (0:29)
Chapter 5- Test Your Knowledge
Chapter 6 - Risk
Risk (8:29)
Chapter 6 - Round Up (0:32)
Chapter 6- Test Your Knowledge
Chapter 7 - Indirect investments - unit trusts, OEICs and investment trust companies
Unit trusts and OEICs (5:04)
Unit trusts (8:10)
Open-ended investment companies (3:01)
Unit trust and OEIC management services and off shore funds (5:46)
Closed-ended funds/investment trust companies (11:05)
Chapter 7 - Round Up (0:33)
Chapter 7- Test Your Knowledge
Chapter 8 - Other direct investments including life assurance-based products
Life assurance-based investments (10:47)
Exchange-traded products, property-based investments and private equity (2:54)
Individual savings accounts (6:23)
Hedge funds, absolute return funds, structured products and Sharia-compliant investments (3:46)
Chapter 8 - Round Up (0:47)
Chapter 8 - Test Your Knowledge
Chapter 9 - The investment advice process
The investment advice process (9:02)
Risk and return objectives (1:54)
Asset allocation (2:58)
Chapter 9 - Round Up (0:35)
Chapter 9 - Test Your Knolwedge
Chapter 10 - The principles of investment planning
Asset allocation and portfolio optimisation (4:06)
Portfolio construction and fund selection (7:22)
Selection of tax wrappers and platforms (3:55)
Portfolio reviews (2:50)
Chapter 10 - Round Up (0:39)
Chapter 10 - Test Your Knowledge
Chapter 11 - The performance of investments
Investment performance (6:17)
Performance attribution (2:21)
Chapter 11- Round Up (0:42)
Chapter 11- Test Your Knowledge
Future Development
Course Feedback
Teach online with
Unit trust and OEIC management services and off shore funds
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock