February: Investment Keynote (Fareham)

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February: Investment Keynote (Fareham)

By Sense Network

Date and time

Tue, 20 Feb 2018 09:15 - 15:15 GMT

Location

Shire Solent Hotel

Rookery Avenue Whiteley Fareham PO15 7AJ United Kingdom

Description

Primary Learning Outcomes

  • Analyse the characteristics, inherent risks, behaviour and correlation of asset classes.

  • Understand the macro-economic environment and its impact on asset classes.

  • Understand the merits and limitations of the main investment theories.

  • Apply the principles of the time value of money.

  • Analyse and explain the nature and impact of the main types of risk on investment performance.

  • Analyse the characteristics, inherent risks, behaviours and relevant tax considerations of investment products.

  • Apply the investment advice process.

  • Understand the principles of investment planning.Analyse the performance of investments

Agenda

9.15am to 10am - Sense Surgery

10am to 10.15am – Registration and coffee

10.15am to 10.30am – Sense welcome and introduction

10.30am to 11.15am – Technical session 1

11.15am to 11.30am – Break

11.30am to 12.15pm – Technology session

12.15pm to 12.45pm – Sense Compliance session

12.45pm to 1.30pm - Lunch

1.30pm to 2.15pm – Technical session 2

2.15pm – 2.30pm – Break

2.30pm – 3.15pm – Knowledge refresher & industry update, delivered by Adam Owen

3.15pm - close

Organised by

Sense Network's Professional Development Programme provides high quality events for its members to ensure they are kept up to date with the latest changes which will affect them, their businesses and their clients.

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