Managing and selling investment products (C6051)

Successful completion of the module "Financial instruments and markets" (C6050) or proof of equivalent certified knowledge.

• Understand and manage financial risk.
• Understand risk and return.
• Understand modern portfolio theory and diversification.
• Understand reality versus rational financial behavior.
• Understand and evaluate data and documents regarding a given investment product with respect to the risk profile of the investor.
• Understand performance and risk measurement.
• Understand the difference between historical performance and forecasting.
• Understand the main characteristics of and differences between active, passive and alternative portfolio management.

Le contenu est identique aux objectifs d'apprentissage pour cette formation.