Association of Insurance Agents and Brokers
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Investment Planning

A practical course on investment instruments, macroeconomic factors, risk, diversification and matching a portfolio to the client profile. 8 video lessons, tests and a certificate.

8 lessons 1 h 7 min Tests: 8 Final test Access: 12 mo. Certificate
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About the course

Duration: 8 video lessons, 1 h 7 min of video + lesson tests and a final test.

Course program

  1. 1.1 Lesson 1. Macroeconomic Factors and Investment Returns test free 9 min
  2. 1.2 Lesson 2. Cash Deposits and Money Market Instruments test 8 min
  3. 1.3 Lesson 3. Government and Corporate Bonds test 8 min
  4. 1.4 Lesson 4. Shares and Equity Investments test 8 min
  5. 1.5 Lesson 5. Property Investment test 8 min
  6. 1.6 Lesson 6. Collective Investment Products test 8 min
  7. 1.7 Lesson 7. Alternative Investments test 9 min
  8. 1.8 Lesson 8. Investment Risk, Diversification and Suitability to the Client Profile test 9 min
  9. 1.9 Course final test test