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February: Investment Keynote (Fareham)
Date and time
Location
Shire Solent Hotel
Rookery Avenue Whiteley Fareham PO15 7AJ United KingdomDescription
Primary Learning Outcomes
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Analyse the characteristics, inherent risks, behaviour and correlation of asset classes.
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Understand the macro-economic environment and its impact on asset classes.
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Understand the merits and limitations of the main investment theories.
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Apply the principles of the time value of money.
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Analyse and explain the nature and impact of the main types of risk on investment performance.
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Analyse the characteristics, inherent risks, behaviours and relevant tax considerations of investment products.
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Apply the investment advice process.
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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.