School of Banking and Financial Management

Professional Investment & Risk module

 

The programme designed for professionals working in the investment market facing many challenges. Increasing globalization of the property market, rapid developments in research tools and business practice, new competition and the development of alternatives to direct investment all add new dimensions to the role. This earning course has been developed to provide investment professionals with the skills and knowledge needed to work effectively in the economic environment and the macro-economic context of financial advice, investment products and their characteristics, characteristics, uses and benefits of collective schemes for offshore investment, role of ethical and socially responsible investment, Investment returns and risk measurement, the principles of taxation world wide, the investor's risk profile and ability to analyze clients' circumstances and apply suitable investment product recommendations to meet clients' needs.

Entry Requirements

•  Completed Bachelor Degree (BCS) in Accounting or equivalent education or

•  Relevant work experience

•  Reasonable command of spoken and written English

Programme Structure and Content
The programme is taught over one academic year consisting of two twelve week teaching semesters including lectures and tutorials.

Core modules:

IR 01 MACRO-ECONOMIC FACTORS THAT AFFECT INVESTMENT RETURNS
Chapter1	1.1	Socio-economic trends
	1.2	The role of the government in the economy
	1.3	The role of investment in the economy
IR 02 ASSET CLASSES
Chapter2	2.1	Cash deposits
	2.2	Government securities and corporate bonds
	2.3	Equities
	2.4	Collective investments
	2.5	Specialist funds
	2.6	Property – residential and commercial
	2.7	Onshore and offshore life assurance company products
	2.8	Alternative (Specialist) Investments
IR 03 THE ROLE OF ETHICAL AND SOCIALLY RESPONSIBLE INVESTMENT ADVICE
Chapter3	3.1	Ethical and socially responsible investment
IR 04 INVESTMENT RISK
Chapter4	4.1	Investment returns and risk measurement
	4.2	4.2 The risks faced by investors and how to determine an investor's risk profile
IR 05 PRINCIPLES OF TAXATION FOR UK RESIDENT AND DOMICILED INDIVIDUALS
Chapter5	5.1	Income Tax
	5.2	5.2 Capital Gains Tax (CGT)
	5.3	5.3 Inheritance Tax (IHT)
	5.4	5.4 Corporation Tax
	5.6	5.5 Stamp duty
	5.7	5.6 Other taxation issues
	5.8	5.7 Taxation of investment income
	5.9	5.8 Tax wrappers
	5.10	5.9 Tax planning strategies
	5.11	Income Tax
IR 06 THE PROCESS OF FINANCIAL ADVICE
Chapter6	6.1	The main financial advice areas
IR 07 INVESTMENT ADVICE
Chapter7	7.1	The importance of asset allocation
	7.2	Other issues affecting investment planning
	7.3	Clients' circumstances and suitable investment products, taking account of existing arrangements
	7.4	Suitable investment product solutions to specific clients' circumstances