INVESTMENT ANALYSIS

The aim of this unit is to develop learners’ understanding of investment theories and market equilibrium models, and includes the requirement to perform bond valuations and evaluate current investment performance. On successful completion of this unit, learners will be equipped with the skills to critically assess the cause and effect of developments on the world’s capital market. Learners will be able to make effective recommendations for future investments.

• Introduction to Investment Analysis

  Self-paced pre-recorded learning content on this topic.

• CASE STUDY – Inflation Considerations for Stock and Bond Investments

  Downloadable material to advance your understanding of this module.

• Analysis of Bonds, Forward and Futures

  Self-paced pre-recorded learning content on this topic.

• Stock Investment and Portfolio Management

  Self-paced pre-recorded learning content on this topic.

• CASE STUDY – Anglian Water Investment Portfolio

  Watch this video to gain further insight.

• Principles of Taxation

  Self-paced pre-recorded learning content on this topic.

• Investment Risk Management

  Self-paced pre-recorded learning content on this topic.

• QUIZ – Investment Analysis

  Put your knowledge to the test with this quiz. Read each question carefully and choose the response that you feel is correct.