INVESTMENT ANALYSIS

The aim of this unit is to allow learners to gain a working knowledge and understanding of investment theories and market equilibrium models. Study of this unit will allow learners to perform bond valuations and evaluate current performance. On completion of this unit, learners should have gained sufficient skills to critically assess the cause and effect of the impact of developments on the world’s capital market. Learners will be able to make effective recommendations for further improvement.

• 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.