This programme equips participants with comprehensive understanding and knowledge based on Module 10 Study Outline. Participants will advance their knowledge and comprehension further via interactive teaching and learning experience while increasing their confidence in sitting for the examination. This programme will be facilitated by an experienced and qualified trainer.
This programme is designed to match the licensing study outline for Module 10 on assets and funds management. It covers the fundamental aspects of investment such as fund management, financial planning, portfolio management, asset classes and allocation, portfolio theory, risk and return, investment strategies and performance measurement.
Upon completion of this programme, participants should be able to:
- Recognise the range of investment concepts which are critical to any fund manager
- Identify the financial planning approach necessary to meet client objectives
- Explain the portfolio management process used by institutional investors
- Identify major asset classes and their characteristics
- Explain the asset allocation decisions
- Describe the basic portfolio theory principles
- Analyse the strategies available to manage equities portfolios, debt portfolios, derivatives, alternative investments, portfolios of international assets and Islamic investments
- Define the concept of risk management and the trade-off between risk and return
- Explain the principles of performance measurement and evaluation of fund managers
- Discuss the psychology of investing to improve investment decision making
Participants are expected to possess good knowledge and understanding of the subject matter provided in the study outline and specified references. It is estimated that the SCLE Module 10 will require a minimum of 120 hours of study time The amount of study hours needed depends on the education background and work experience of the candidates. Candidates are also expected to update themselves with the latest changes relevant to this module as all questions will be continuously updated.
This programme will be delivered using effective learning methods including presentations, discussions and review of examination questions.