SFU-009 - Module 2 (Learning Objectives)

Learning Objectives

During this module we'll outline the key concepts you need to understand before starting the simulation. We'll also cover the goals you should aim to achieve, ensuring you're well-prepared for the tasks ahead.

Remembering

Understanding

Applying

Analysing

Evaluating

Creating

Learning objectives

Detailed breakdown

Here's a breakdown of what's to come in the course.

Analysis Task

Preparation Task

Research Task

(30 minutes)

(30 minutes)

(20 minutes)

Analysing: Analyse potential investments with respect to client's needs and preferences and form a portfolio. Evaluating: Evaluate if the chosen investments align with the client's investment horizon, risk tolerance and objectives.

Applying: Use digital resources to research different investment vehicles. Analysing: Breakdown key attributes for each investment avenue (like risk-return trade-off, liquidity, duration etc.)

Remembering: Recall different types of asset classes and the key aspects of an investment plan. Understanding: Develop a fictional investor profile.

Learning objectives

Detailed breakdown

Here's a breakdown of what's to come in the course.

Document & Present

Create Task

Reflection Task

(20 minutes)

(15 minutes)

(15 minutes)

Applying: Compile the research and recommendation into a presentation. Creating: Develop a clear and succinct presentation summarising the investment advisory document.

Evaluating: Reflect on the overall process, the decisions made, and the final investment proposal. Understanding: Consider how this exercise can be beneficial for a future career in Investment Advisory.

Creating: Formulate an investment advisory document illustrating the investment plan.

Learning objectives

Conclusion

The end goal of developing these skills and completing the tasks mentioned above is to create a comprehensive investment advisory document based on a fictional investor's profile. This will help users understand the process and enhance their investment advisory skills within a limited timeframe.

• List key considerations for an investment advisory understanding (e.g., client's financial goals, risk tolerance, time horizon).
• Identify various types of investment avenues (stocks, bonds, mutual funds, real estate, derivatives etc.).

• Analyse the client's needs and suitability of different investment avenues in line with the client's goals, risk tolerance, and investment horizon.
• Detect various risk factors associated with each investment avenue and the effects on the overall investment portfolio.

• Explain how different investment vehicles work and the risks and rewards associated with each.
• Understand the importance of diversification and asset allocation.

• Formulate a comprehensive investment advisory document that outlines the investment plan, risk-return assessment, and potential performance.
• Develop a presentation explaining the recommended investment plan and its benefits to the hypothetical client.

• Select a hypothetical client with a particular financial status and goals.
• Apply concepts of diversification and asset allocation to divide the hypothetical client's investment into different asset classes.

• Evaluate the potential return and risk of the chosen investment portfolio.
• Judge the suitability and relevance of the recommended portfolio for the client's needs.