Investment and Finance Advanced (SA7) Exam
Apply investment and finance knowledge to complex situations and to the needs of different investors.
Learning Objectives
3 objectivesAnalyse financial markets and the economic, legislative, taxation and regulatory framework for investment management, with the key principles of corporate finance.
Meet investor requirements in complex situations.
Apply investment portfolio management and risk control techniques, and assess the effect of technology.
Programme Outline
3 topicsThe Framework for Investment Management
Financial markets in developed and emerging economies, influences on economic and capital markets, regulation, and corporate finance.
Meeting Investor Requirements
The principles and objectives of investment management.
Management and Risk Control for an Investment Manager
Portfolio management approaches and techniques, investment management assessment and selection, and the impact of technology.
Hands-On Resources
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