Financial Services 3 - Investment and Planning

This module builds on Financial Services 1and 2 and is designed to provide students with the ability to advise consumers accross a range of financial services, including investment, life assurance, loan and pension.  Students will be competitent in the areas of financial investment and will use analytical skills to make appropriate recommendations to consumers regarding their financial planning options. The module concludes the relevant content needed to enable students undertake the CFA Institute 'Claritas' Investment Certificate. It is envisaged that upon completion of this module, students will be in a position to finalise their QFA qualification and/or complete the 'Claritas' Investment Certificate award.

1. Analyse the main generic types of savings and investment needs a consumer may have at different life stages taking into account the impact of risk and volatility on investment classes.

2. Develop a comprehensive knowledge of Protection, Mortgage, Investment and Pension products available to allow the student to offer appropriate advice to meet clients needs and priorities.

3. Apply appropriate analytical skills in concluding on relevant recommendations to clients regarding financial planning.

4. Construct a comprehensive financial plan appropriate to the consumer requirements, having identified their financial requirements, investigated the relevant options and concluded on the appropriate structure.

5. Integrate and apply all previous knowledge from all financial Services modules to a comprehensive financial services case study.