J10 Discretionary Investment Management - Q1 2020

K2 Leisure Centre
Tuesday, 28 January 2020
9:00 am
    • John Trayner, CII Approved Trainer

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 4.30pm, providing six hours' CPD each day.

The cost of this two day course is £140 for CII/PFS members (£180 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 28 January 2020 - Asset classes

  • understand the characteristics and risks of the main asset classes

  • solve compounding, discounting and rate of return calculations

  • understand the key performance measures of a bond and be able to use these in assessing its suitability for an investor

  • identify the main economic factors that affect the suitability of bonds for investors
    understand the difference between technical and fundamental analysis in assessing the suitability of a share for an investor

  • calculate and interpret the main data from a company’s Profit and Loss Account and Balance Sheet

  • understand how internal company and external economic factors can affect the suitability of a share for an investor

  • understand and analyse a share’s Standard Deviation and Beta

  • understand the factors in assessing whether to invest in property

  • understand the principles of futures and options

Day 2 - Tuesday 25 February 2020 - Portfolio Construction and Performance Review

  • understand the principles of Modern Portfolio Theory including Capital Asset Pricing Model

  • identify how portfolio construction can mitigate risk including the differences between systematic and non-systematic risk, correlation and Efficient Frontier

  • understand the characteristics of the main investment strategies

  • understand the difference between open ended and close ended funds including Hedge Funds, Exchange Traded Funds and Real Estate Investment Trusts

  • understand the concept of benchmarking

  • understand the characteristics of “non-main stream” investments such as CFDs

  • 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, Sharpe Ratio and Information Ratio

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

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.

Course materials
You will be sent a link to the course materials 10 days before the event, for you to bring as printed copies or to be viewed on your tablet or laptop. Alternatively, printed materials can be provided on the day for an additional cost of £10. Please select the appropriate ticket type below.

About our speaker
John has over 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 www.cii.co.uk/cpd.