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Corporate

Investment Product Adviser

Corporate 40 hours

Introduction

In the field of administration and management, it is necessary to understand the different fields of the investment product advice, within the professional field of finance and insurance. With this training programme in Investment Product Adviser Students will be able to to gain knowledge on regulatory frameworks, markets, tax advice and carrying out financial calculations. This training is essential for those seeking training in the investment advice, whether as financial advisers, portfolio managers or professionals working in financial institutions. It is also of interest to those individual investors who wish to make informed decisions about their own money.

Objectives

  • Purchase knowledge of regulatory requirements, markets, tax advice and carrying out financial calculations.

  • Understanding the national financial regulations and its impact on investment advice.

  • Understanding the economic concepts key factors that influence investment decisions.

  • Identify the concepts and strategies relating to fixed-income instruments.

Table of Contents

TEACHING UNIT 1. ETHICS, CODES OF CONDUCT AND REGULATORY FRAMEWORKS.

  1. Knowledge of national legislation affecting financial advisers.
  2. Knowledge of European legislation.
  3. Knowledge of business ethics.
  4. Compliance with the law at the organisation’s own level.

TEACHING UNIT 2. BASIC TECHNICAL KNOWLEDGE: FINANCIAL AND LEGAL.

  1. A basic understanding of financial mathematics.
  2. Calculation of profitability.
  3. Calculation of the interest rate.
  4. Calculation of interest rates.
  5. Basic concepts of statistics.
  6. Advice on the economy in general: GDP, inflation, the European System of Central Banks.

TEACHING UNIT 3. FINANCIAL MARKETS AND INSTRUMENTS.

  1. Fixed Income.
  2. Equities.
  3. Foreign Exchange Market.
  4. Investment Funds.
  5. Derivatives Markets.
  6. Financial Markets and Instruments.

TEACHING UNIT 4. TAX ADVICE.

  1. Taxation of financial products.
  2. Basic portfolio management.

TEACHING UNIT 5. FINANCIAL ADVICE AND PLANNING.

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