Evaluate investment advice processes and frameworks in the delivery of quality investment advice to retail investors.
Analyse Efficient market Hypothesis (EMH) with respect to the empirical evidence for it and its usefulness and applications for the provision of investment advice.
Critically analyse a client’s investment objectives and constraints.
Apply knowledge of asset classes, investment markets and tax in providing expert investment advice.
Critically analyse the different investment structures and fund managers available to retail investors.
Conduct appropriate quantitative and qualitative research in recommending suitable investment strategies and products
Critically analyse the different investment structures and fund managers available to retail investors.
