GSP177e Fundamentals of Investing

Scope

This project is to tests your ability to:

- Discuss the fundamental concepts of an investment product covering risk and returns, liquidity and basic analysis

- Describe the different life cycle stages of an investor and his or her investor profiling analysis, with reference to the investment product suitability

- Compare and differentiate the various investment products with the ability to analyse their relative merits and demerits

- Explain the investment environment issues in the context of ethics and the legal framework

- Illustrate the investment making decision process with regard to the asset allocation and diversification, risks and returns, time horizon, liquidity needs and investmentobjectives of the investor amongst the many considerations

- Appraise the assumptions and data presented in an investment product or offering

- Discuss the information from various sources the suitability of investment products and proposals based on the learning concepts and applying the investment tools

- Identify the personal circumstances of an investor and the impact of external considerations in the investment decision making process