Summary |
The contents of the book includes –
1. Understand the macro-economic factors that affect investment returns
2. Understand the basic principles of taxation applying to the investments of UK resident and domiciled individuals
3. Understand the following asset classes, their main features and suitability for different consumer circumstances
4. Understand the following packaged products, their main features and suitability for different consumer circumstances
5. Understand the role of ethical investment and socially responsible investment in financial advice
6. Understand how investment returns are related to investment risk and how that risk is measured
7. Understand the risks faced by investors and how an investor’s risk profile is determined
8. Understand the importance of asset allocation in the investment process
9. Understand tax planning strategies
10. Understand how other issues affect investment planning
11. Understand the importance of keeping up to date with trends and changes in the legal framework for providing advice
12. Analyse consumers’ circumstances and suitable investment products, taking account of any existing arrangements
13. Apply suitable investment product solutions to specific consumers’ circumstances
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