AWP – Award in Investment Planning Course

The Investment Planning course is designed to equip individual learners with the necessary knowledge and comprehension skills to carry out tasks of investment professions in insurance industry.

Upon completion of the course, trainees will be expected to:
• Understand the main macro-economic factors that impact upon investment returns.
• Be able to describe the key economic indicators.
• Outline the knowledge to be able to describe the main features of cash deposit investment.
• Understand how to describe the main features of government securities and corporate bonds.
• Be able to know the skills needed to describe the main features of equity-based investment products.
• Understand how to describe the main features of property investment.
• Know how to describe the main features of collective investment products and alternative investments.
• Understand the risks faced by investors and how an investor’s risk profile is determined.
• Understand the importance of asset allocation in the investment process.
• Understand the other main issues that impact upon investment planning.
• Understand the ethical considerations in investment and financial advice.
• Be able to know skills needed to apply investment knowledge to a given set of circumstances.

The main topics that will be covered are:
• Main macro-economic factors that impact upon investment returns.
• Cash deposits, government securities and corporate bonds
• Equality-based investment and property investment
• Collective investment products and alternative investments
• The risks faced by investors and the importance of asset allocation

Upon completion, trainees will receive a Certificate of Completion from The Chartered Insurance Institute (CII).

This course is suitable for financial advisors and insurance agents. Financial advisers needing to satisfy the minimum operating standards set by a local regulator.

30 Training Hours

Candidates should preferably have:
• Basic understanding of General Insurance.
• Good command of the English language.