Investments Program

CPD: 10 Unit/hour

Course Overview

This course gives a perspective on the asset classes where wealth clients’ funds are invested, as well as workings concepts on returns. 

It also allows you understand fixed income investments , be aware of the variety of market-oriented risks that investments carry while dealing with clients’ funds ,

Get a working knowledge of portfolio construct  

Understand the investor, which is as important as understanding markets and products.