In this 30 minute extract from the Fitch Learning classroom tuituion phase of the Investment, Risk and Taxation course the instructor covers part of the Investment Planning material that will be tested in the CISI examination. Including an introduction to investment planning, asset allocation, investment selection, research, reports and analysis.
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CISI - Investment, Risk and Taxation, Investment Planning
Теги
Investment (Industry)Risk (Quotation Subject)Tax (Literature Subject)Investment PlanningInvestment Banking (Industry)Bank (Industry)Financial Services (Industry)Finance (Industry)Capital GrowthIncomeInvestment HorizonRisk AppetiteModern Portfolio TheoryStochastic ModellingSrategic Asset AllocationTactical Asset AllocationPassive Investment ManagementActive Investment ManagementFundamental AnalysisTechnical Analysis