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Qualification Pathway United Kingdom — Fellowship: Specialist Principles

Investment and Finance Principles (SP5) Exam

Learn how investments are valued, managed and monitored for different kinds of investor.

Investment and Finance Principles (SP5) Exam

Learning Objectives

6 objectives
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Explain the economic, regulatory and legislative framework for investment management.

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Value investments, including specialist products and derivatives.

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Monitor and manage investment risk, including mean-variance portfolio theory.

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Describe investor characteristics, including behavioural finance and taxation.

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Propose investment strategies and apply portfolio management and risk control techniques.

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Analyse portfolio performance and understand the limits of measurement.

Programme Outline

8 topics
1

The Economic, Regulatory and Legislative Framework

The commercial and economic environment, and the rules for investment management and the securities industry.

2

Specialist Investment Products

The characteristics of specialist financial instruments, and derivative contracts and their uses.

3

Valuing Investments

Fundamental analysis of equities and bonds, and valuing individual investments.

4

Monitoring and Managing Investment Risks

Monitoring and controlling risk exposure, and mean-variance portfolio theory.

5

Investor Characteristics, Including Behavioural Finance and Taxation

Behavioural finance, financial planning, and how investment returns are taxed.

6

Appropriate Investment Strategies

Using actuarial techniques to develop an investment strategy.

7

Portfolio Management and Risk Control

Portfolio management techniques, multifactor models, transition management, value at risk, tracking error and risk budgets.

8

Analysing Portfolio Performance

Performance measurement and attribution, investment indices, and the limits of measurement.

Hands-On Resources

Missed a live session? Catch up here.

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Recorded Lectures Every live session is recorded and available within 24 hours.
Watch → Coming soon
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Case Study Library Real-world actuarial science case studies used throughout the course.
Download → Coming soon
quiz
Practice Question Bank Exam-style questions with full worked solutions.
Access → Coming soon

Qualification Pathway

26 examinations
1
United Kingdom — Core Principles Actuarial Statistics (CS1) Exam
£2,100.00 View →
2
United Kingdom — Core Principles Risk Modelling and Survival Analysis (CS2) Exam
£2,100.00 View →
3
United Kingdom — Core Principles Actuarial Mathematics for Modelling (CM1) Exam
£2,100.00 View →
4
United Kingdom — Core Principles Economic Modelling (CM2) Exam
£2,100.00 View →
5
United Kingdom — Core Principles Business Finance (CB1) Exam
£2,100.00 View →
6
United Kingdom — Core Principles Business Economics (CB2) Exam
£2,100.00 View →
7
United Kingdom — Core Principles Business Management (CB3) Assessment
£2,100.00 View →
8
United Kingdom — Core Practices Actuarial Practice (CP1) Exam
£2,500.00 View →
9
United Kingdom — Core Practices Modelling Practice (CP2) Exam
£2,500.00 View →
10
United Kingdom — Core Practices Communications Practice (CP3) Exam
£2,500.00 View →
11
United Kingdom — Fellowship: Specialist Principles Health and Care Principles (SP1) Exam
£2,900.00 View →
12
United Kingdom — Fellowship: Specialist Principles Life Insurance Principles (SP2) Exam
£2,900.00 View →
13
United Kingdom — Fellowship: Specialist Principles Pensions and Other Benefits Principles (SP4) Exam
£2,900.00 View →
14
United Kingdom — Fellowship: Specialist Principles Investment and Finance Principles (SP5) Exam
£2,900.00 This page
15
United Kingdom — Fellowship: Specialist Principles Financial Derivatives Principles (SP6) Exam
£2,900.00 View →
16
United Kingdom — Fellowship: Specialist Principles General Insurance Reserving and Capital Modelling Principles (SP7) Exam
£2,900.00 View →
17
United Kingdom — Fellowship: Specialist Principles General Insurance Pricing Principles (SP8) Exam
£2,900.00 View →
18
United Kingdom — Fellowship: Specialist Principles Enterprise Risk Management Specialist Principles (SP9) Exam
£2,900.00 View →
19
United Kingdom — Fellowship: Specialist Principles Banking Principles (SP10)
£2,900.00 View →
20
United Kingdom — Fellowship: Specialist Advanced Health and Care Advanced (SA1) Exam
£3,400.00 View →
21
United Kingdom — Fellowship: Specialist Advanced Life Insurance Advanced (SA2) Exam
£3,400.00 View →
22
United Kingdom — Fellowship: Specialist Advanced General Insurance Advanced (SA3) Exam
£3,400.00 View →
23
United Kingdom — Fellowship: Specialist Advanced Pensions and Other Benefits Advanced (SA4) Exam
£3,400.00 View →
24
United Kingdom — Fellowship: Specialist Advanced Investment and Finance Advanced (SA7) Exam
£3,400.00 View →
25
United Kingdom — Fellowship: Specialist Advanced Banking Advanced (SA10)
£3,400.00 View →
26
United Kingdom — Fellowship: Specialist Advanced Research Route Dissertation (SA0)
£3,400.00 View →
Accounting ◆ Finance & Investment ◆ Actuarial Science ◆ Risk Management ◆ Executive Education ◆ Accounting ◆ Finance & Investment ◆ Actuarial Science ◆ Risk Management ◆ Executive Education ◆