Lowes Financial Academy - Level 4 & Level 6 Prospectus

AF4: The Syllabus and Learning Outcomes

The syllabus aims to develop the learner’s knowledge and understanding of financial protection products, how they interact with State Benefits, the main features of contracts and the main protection needs of businesses. It does this by splitting the learning over 7 learning outcomes:

L e a r n i n g O u t c o m e s

1 . E c o n o m i c e n v i r o n m e n t a n d i t s i m p a c t o n i n v e s t m e n t p e r f o r m a n c e a n d i n v e s t m e n t d e c i s i o n m a k i n g

2 . F e a t u r e s , r i s k s a n d r e t u r n s o f d i r e c t f i n a n c i a l i n v e s t m e n t s *

3 . F e a t u r e s , r i s k s a n d r e t u r n s o f c o l l e c t i v e i n v e s t m e n t p r o d u c t s , i n c l u d i n g a l t e r n a t i v e i n v e s t m e n t s *

4 . I n d i v i d u a l c o m p a n y p e r f o r - m a n c e a n d c o m p a n y a c c o u n t s

5 . Ty p e s a n d m e a s u r e m e n t o f r i s k a n d r e t u r n s

6 . M a i n p r i n c i p l e s g o v e r n i n g h o w t o c o n s t r u c t a n i n v e s t m e n t p o r t f o l i o , i n v e s t m e n t s t y l e s a n d t h e m a n a g e m e n t o f r i s k a n d r e t u r n

7 . R a n g e o f p o r t f o l i o m a n a g e m e n t s e r v i c e s .

*Learning outcomes 2 and 3 include the bulk of the content. An analysis of past papers is where the majority of questions are focused.

www.LowesAcademy.co.uk | 21 Level 6

To find out more about the CII’s AF4 Course, including the latest course availablity, curent tuition pricing or to register your interest, please visit ourwebsite LowesAcademy.co.uk . Alternativelycontact LowesFinancial Academy on 0191 287 8717 or email at Academy@Lowes.co.uk .