Securities and Investments
Subtopics
1. Define terminology common to securities & investments |
2. Demonstrate knowledge of savings |
3. Identify stages of investing and relationship between risk and return |
4. Identify sources of financial information to make investment decisions |
1. Describe individual savings accounts |
2. Demonstrate knowledge of Pensions |
3. Demonstrate knowledge of taxation |
4. Describe and Identify Investment bonds |
1. Identify and explain the different types of loans |
2. Explain the purposes of mortgages |
3. Demonstrate the knowledge and purpose of life assurance |
4. Describe and explain unit trusts |
5. Describe opened ended investment companies |
6. Identify the characteristics of pricing, dealing, and settlement |
7. Identify and explain what Investment trusts are |
8. Demonstrate knowledge how hedge funds work |
1. Explain how stock market benefits investors and companies |
2. Analyze stock tables for investment related information |
3. Describe options for handling accumulated money/earnings |
4. Understand the types of investments |
5. Compare and differentiate between Primary vs secondary markets |
6. Distinguish between Bull, bear, and pig markets |
1. Demonstrate knowledge of compounding |
2. Explain the purpose of company |
3. Describe ethical behavior in support center. |
4. Understand the process of gathering relevant information |
5. Evaluate financial statements |
6. Define terminology common to stock markets and other investments |
1. Understanding and explaining total return |
2. Describe mutual funds and its involvement with taxes |
3. Identify the process of purchasing mutual funds |
4. Explain benefits with investment in mutual funds |
5. Understand fund costs |
1.Demonstare the knowledge of bond duration |
2. Describe the process of buying bonds |
3. Describe the process of issuing bonds |
4. Identify the roles of collateral |
5. Compare secured and unsecured bonds |
6. Introduction to government bonds |
7. Identify U.S. government agency bonds and savings bonds |
1. Demonstrate the knowledge of Futures |
2. Demonstrate the knowledge of Options |
3. Demonstrate the knowledge of SWAPS |
4. Describe the different uses of Derivatives |
1. Explain Financial Services & Markets Act |
2. Identify Financial Crime |
3. Explain insider dealing and market abuse |
4. Describe the Data Protection Act 1998 |
5. Identify types of Breaches, complaints, and compensation |