SFU-009 - Module 5 (Learning Outcomes)
Springpod Team
Created on September 17, 2024
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Transcript
Learning Outcomes
Here are six learning outcomes tailored for the work simulation you've just completed. These competencies aim at providing a well-rounded experience for someone looking forward to a career in investment advisory, enhanced through a hands-on activity.
Client Profiling Skills
Research and Data Collection
Analytical Skills
Investment Advisory Skills
Communication Skills
Reflection and Evaluation Abilities
Reflection and Evaluation Abilities
Learn to reflect upon the investment advisory process, the decisions made, and the recommendations provided to gain a better understanding of the process and areas for improvement.
Communication Skills
Develop clear and effective communication skills in rewriting advisory recommendations in a way that is easily understandable to the client, and presenting data using visual aids for better comprehension.
Analytical Skills
Enhance the ability to analyse various factors impacting investment choices and the potential return and risk associated with each. This is particularly important in determining the right asset allocation and diversification strategy.
Research and Data Collection
Develop the ability to identify suitable investment vehicles based on the client's profile and objectives. This includes understanding different stocks, bonds, mutual funds, real estate and their inherent risks and rewards.
Investment Advisory Skills
Improve skills in formulating a comprehensive investment advisory that details the investment plan, risk-return assessment, asset allocation and potential performance.
Client Profiling Skills
Learn to create and understand nuanced investor profiles, taking into account various aspects such as risk appetite, financial objectives, investment horizon and other constraints.