AF4 Investment Planning Module 2

This event will be held via video webinar.

If you have any questions please contact Susan Stamp at secretary@sussexcii.org.uk or on 07933 998426.

Module 2 - Wednesday 13 July 2022 and Thursday 14 July 2022

Collective investments, Portfolio Construction and Performance Review

By the end of this module, delegates will be able to:

• understand the benefits of using collective investments compared to directly held assets
• understand the differences between a closed and open-ended fund structure together with the advantages and disadvantages of each
• understand the main tax shelters that can be used around collective investments
• understand the characteristics of an EIS, SEIS and VCT together with their suitability for investors
• understand the main investment strategies against the background of current economic conditions
• identify how portfolio construction can mitigate risk including the use of correlation and Efficient Frontier
• 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

Please note that these webinars will be run using Zoom technology and you may need to install relevant software onto your computer, tablet, etc in order to follow the webinars.

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

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.