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February: Investment Keynote (Milton Keynes)

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Date and Time

Location

Location

Holiday Inn Express

Tongwell St

Milton Keynes

MK15 0YA

United Kingdom

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Event description

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

Date and Time

Location

Holiday Inn Express

Tongwell St

Milton Keynes

MK15 0YA

United Kingdom

View Map

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