- Economics & Finance, Wealth Management
- 24 (Registered)
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Level
- Refresher
Accreditation
- 5 SIDC CPE points
- 4 FIMM CPD hours
ICF Competency Type / Title / Level
- Functional – Process Skills / Develop Financial Plan / Level 2
Learning Outcome
- Recognize the main classification of investor personality and behavior
- Identify main life stages and the needs and risk tolerance that each stage represents, how to place investors at the appropriate stage and list down main investment considerations of each of these stages
- Explain the significance of the various factors that goes into the construction of an investment policy statement and the importance of such documentations
- Explain the complete cycle of financial planning process
Course Content
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Downloadable Notes
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Notes
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Types of Investor Personality and Behaviour
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Introduction
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Preservers
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Accumulators
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Independents
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Follower
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Example
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Quiz 1
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Life Stages and Implications for Investors
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Introduction – Life stages and implications for investors
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Single working adult
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With young family
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With maturing family
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With grown and independent children
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When retired
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Quiz 2
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Constructing the Investment Policy Statement
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The significance of the various factors that goes into the construction of an investment policy statement and understand the importance of such documentations
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Quiz 3
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The Financial Planning Process
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Complete cycle of the financial planning process which involves various steps
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Financial planning and wealth management is a dynamic process that requires continual review, resetting and execution
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Quiz 4
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Summative Assessment
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Final test
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