Financial investment opportunities assignment 2

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Financial investment opportunities   assignment 2

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Ngày đăng: 12/02/2017, 14:48

Mục lục

  • 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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