AF4 Investment Planning - Q3 2019

K2 Leisure Centre
Tuesday, 09 July 2019
9:00 am
    • John Trayner, CII Approved Trainer

AF4 - Investment Planning

This three-day course aims to significantly improve delegates' chances of passing their AF4 exam by developing an understanding of the key technical points that are likely to be tested.

It is also suitable for those taking a further examination, J10 - Discretionary Investment Management, as the learning content is very similar to AF4, although candidates taking J10 only may prefer to book our two day course here.

The programme will consist of three workshops to give delegates more time to build up their knowledge and understanding.

Each session takes place at K2 Leisure Centre, Crawley and opens for registration at 9.00am for a 9.30am start and ends at 4.45pm, providing six hours' CPD each day.

The cost of this three day course is £180 for CII/PFS members (£240 for non-members). It includes all tuition, tea/coffee on arrival and during formal breaks and a buffet lunch. If you would like to join us for this event, please click on the Book Now button below. (Please note, to benefit from the discounted rate, you will be required to provide your membership number at the time of booking.)

Course Dates and Objectives
The dates of this course are set out below. By the end of each day, delegates will be able to:

Day 1 - Tuesday 9 July 2019 - Asset classes and Risk Theory and Management

  • identify the characteristics and risks of the main asset classes

  • accurately calculate and interpret the main performance measures of a Bond

  • accurately calculate and interpret the main performance measures of shares

  • accurately calculate and interpret the primary financial data in a company’s balance sheet and accounts

  • understand how economic factors can affect the performance of different assets

  • understand and analyse an asset’s Standard Deviation and Beta

  • calculate accurately the output of the Capital Asset Pricing Model and explain its limitations

  • explain the differences between systematic and non-systematic risk

  • explain the concept of the Efficient Frontier

  • explain how correlation is measured

  • understand the principles of Modern Portfolio Theory

Day 2 - Tuesday 10 September 2019 - Portfolio Construction and Performance Review

  • identify the factors that must be considered in recommending an appropriate portfolio for a client’s needs

  • understand the characteristics of the main investment strategies

  • understand the characteristics of “non-main stream” investments such as options, CFDs and Hedge Funds

  • accurately calculate the Holding Period Return, Money Weighted Period Return, Time Weighted Period Return and identify when it would be appropriate to use each

  • understand the concept of Alpha

  • accurately calculate and interpret the main risk related returns, Sharp Ratio and Information Ratio

  • understand the concept of benchmarking

  • analyse the performance of a portfolio and identify the cause of under or over performance

Day 3 - Tuesday 24 September 2019 - Consolidation and Revision

  • understand any remaining elements of the syllabus that were not covered in the previous two sessions

  • have identified any areas of potential weakness in their knowledge and had the opportunity to revise these

  • understand what examiners will be looking for to award high marks in candidates’ answers for the written AF4 examination

Other information

There is ample free on-site parking at the venue.

Please note that these events will take place on the 1st floor at K2. A lift will normally be available for delegates to access the training, but stairs will need to be used in the event of an emergency evacuation of the building.

Full joining instructions will be sent to delegates ahead of the first session.

About our speaker
John has 40 years’ experience in insurance and financial services. Not surprisingly most of his former employers no longer exist because of mergers and takeovers. For example he joined Leeds Permanent Building Society in 1986 and at retirement was working for Lloyds Banking Group even though he’d never changed employers! The last 15 years were spent in the training department specialising in professional exams.

Not wishing to spend retirement watching daytime TV he decided to become a freelance trainer specialising in helping people to pass the CII’s Financial Services exams.

John is a Chartered Insurance Practitioner and a Fellow of both the Chartered Insurance Institute and the Personal Finance Society.

  • K2 Leisure Centre
  • Pease Pottage Hill
  • Crawley
  • RH11 9BQ
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

6 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at