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Simply click on the module name to get a detailed listing of the components that make up the Module you have selected. Please note that certain Modules consist of more components than others.

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The course's modules
Establish a Relationship with the client Establish a Relationship with the client Establish and Define a Professional Relationship with the Client
Gathering Information and Basic Needs Analysis Gathering Information and Basic Needs Analysis Gathering Information to Conduct a Basic Needs Analysis for a Client
Analyse and Evaluate the Client’s Financial Status Analyse and Evaluate the Client’s Financial Status Gathering Information to Conduct a Basic Analyse and Evaluate the Client’s Financial Status as Part of A Basic Needs Analysis
Structure of the Main Asset Classes Structure of the Main Asset Classes Structure of the Main Asset Classes Underlying Collective Investments (including risk vs return, volatility)
Role-Payers and their Functions Role-Payers and their Functions Role-Payers and their Functions
New Developments and their Impact New Developments and their Impact New Developments Impacting on the Collective Investment Industry
Develop and Present a Financial Plan Develop and Present a Financial Plan Develop and Present a Financial Plan with Recommendations and Alternatives
Types of Collective Investment Scheme Types of Collective Investment Scheme Types of Collective Investment Scheme
Structure and Management of Investment Scheme Structure and Management of Investment Scheme Structure and Management of Investment Scheme
Costs Associated with Collective Investment Costs Associated with Collective Investment Costs Associated with Collective Investment Schemes
Collective Investment Schemes in the Media Collective Investment Schemes in the Media How Collective Investment Schemes are Reported in the Media
Regulatory Requirements Regulatory Requirements Regulatory Requirements Relating to the Reporting of Collective Investment Schemes