J10 Discretionary Investment Management - Q3 2019
J10 - Discretionary Investment Management
This two-day course aims to significantly improve delegates' chances of passing their J10 exam by developing an understanding of the key technical points that are likely to be tested.
Many candidates choose to study J10 and AF4 at the same time as there is large amount of overlap in content. Those candidates may benefit from our three day course that can be booked here.
The programme will consist of two 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 two day course is £130 for CII/PFS members (£170 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
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.
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 www.cii.co.uk/cpd.