Financial Services 2 - Investment and Planning
Description
This module follows on from Financial Services 1 and is designed to provide students with the ability needed to advise consumers across a range of financial services, including investment and planning. Students will be competent in the areas of financial investment and will use analytical skills to make appropriate recommendations to consumers regarding their financial planning options.
This module incorporates the relevant content needed to enable students undertake the QFA qualification and/or complete the 'Claritas' Investment Certificate award.
Learning Outcomes
Analyse the main types of savings and investment needs that a consumer may have at different life stages, taking into account the impact of risk and volatility on investment classes.
Develop a comprehensive knowledge of protection, mortgage, investment and pension products available to allow the student to offer appropriate advice to meet client needs and priorities.
Apply appropriate analytical skills in concluding on relevant client recommendations regarding financial planning.
Construct a comprehensive financial plan appropriate to the consumer, having identified their financial requirements, investigated the relevant options and concluding on the appropriate structure.
Integrate and apply all previous knowledge from Financial Services 1 module, relating to life assurance, loans and regulation to a comprehensive financial services case study.