Investor Campus - Course Modules

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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. If you have payment problems please mail info@investorcampus.com and we will resolve it for you.

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The course's modules
	Establish a Relationship with the client	Establish and Define a Professional Relationship with the Client
	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	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 Underlying Collective Investments (including risk vs return, volatility)
	Role-Payers and their Functions	Role-Payers and their Functions
	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 with Recommendations and Alternatives
	Types of Collective Investment Scheme	Types of Collective Investment Scheme
	Structure and Management of Investment Scheme	Structure and Management of Investment Scheme
	Costs Associated with Collective Investment	Costs Associated with Collective Investment Schemes
	Collective Investment Schemes in the Media	How Collective Investment Schemes are Reported in the Media
	Regulatory Requirements	Regulatory Requirements Relating to the Reporting of Collective Investment Schemes