M4 - Investment Planning


Module 4 equips advisors with relevant knowledge, skillsets of investment, involving a comprehensive review of investment planning concepts and investment instruments. It draws together the techniques for evaluating different asset classes to meet different investment goals, and suitability of recommended portfolios for clients considering investment goals, time horizons and risk tolerance. Quantitative investment concepts, investment theories and strategies, and asset pricing models are also examined.

Click here for M4 – Course Specifications

Code Tutorial Dates  Time
Module Description Exam Date
4 Investment Planning 8 Apr 2021, Thursday


    Your Courses
    No Courses SelectedReturn to Course List