Managing and selling investment products (C6051)

An wen richtet sich die Weiterbildung?

Professionals of the financial sector providing investment information or investment advice within the definition of the EU second directive on Financial instruments and markets.

Dauer

30,00 Tag(e)

12 weeks, 1 x 2 ½ hours/week

Sprache(n) der Dienstleistung

Nächster Termin

Kontakt mit dem Anbieter aufnehmen

Voraussetzungen

Successful completion of the module "Financial instruments and markets" (C6050) or proof of equivalent certified knowledge.

Ziele

Understand and manage financial risk.
Understand risk and return.
Understand modern portfolio theory and diversification.
Understand reality versus rational financial behavior.
Understand and evaluate data and documents regarding a given investment product with respect to the risk profile of the investor.
Understand performance and risk measurement.
Understand the difference between historical performance and forecasting.
Understand the main characteristics of and differences between active, passive and alternative portfolio management.