Managed Investments and Shares

Learning Name:

Managed Investments and Shares

Overview

There are a number of investments vehicles available, and this unit looks at Managed Investments and Shares as options for your client's investments.

This unit provides detailed information about the different types of Shares and Managed Investments that are available to assist your clients manage the risk and return impact of their investments.

Objectives

This unit will provide you with an understanding of:

- Investment basics
- Shares and the share market
- Derivatives and fixed interest
- Property investments
- Managed investments (Funds)

Duration

3 hours (nominal)