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Evidence for the criteria
M3
FOR INTERNAL USE ONLY
TASK 1: UNDERSTAND INVESTORS’ NEEDS
3.1 Identify the investment needs for each investor
3.2 Design portfolio of investments of different individuals
3.3 Explain the functions of financial advisers and how to select one
3.3.1 The function of financial advisers
3.3.2 The way to choose financial adviser
TASK 2: UNDERSTAND THE WORKING OF THE STOCK EXCHANGE AND THE RANGE OF INVESTMENT AVAILABLE
4.1 Explain the information in the financial pages of The Financial Times
4.2 Calculate stock exchange ratios and be able to explain what they mean
4.2.1 Earnings per share (EPS)
4.3 Describe and evaluate any one collective investment (investment trust, unit trust, mutual funds, OEICs) on the London Stock Exchange (LSE)
4.3.1 General description on collective investment
4.3.2 Evaluate investment trust on the London Stock Exchange (LSE)
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