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Home > Subjects > FPC008 – Investment Advice
Investment Advice focuses on the investment advice process in practice. It examines the portfolio theory and portfolio construction techniques.
8 Jan 2024
This subject focuses on the investment advice process in practice. It examines the portfolio theory and portfolio construction techniques. The subject explains how to evaluate and deliver quality investment advice to retail clients, the importance of researching and proposing investments, and determining reasonable basis for advice.
Students will follow a fictitious case study to apply their understanding of asset classes, investment markets and tax when preparing a limited Statement of Advice.
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On successful completion of this subject, individuals should be able to:
Kaplan Professional has assessed this subject. Click here for the following CPD hours applicable from 1 January 2019 on successful completion of this course. For subjects or courses completed prior to this date, please contact Kaplan Professional’s CPD Support team on 1300 527 526 or firstname.lastname@example.org.
There is no prescribed text for this subject. Individuals are provided with key readings and access to Kaplan Professional’s online databases. Individuals are encouraged to research and read widely on the topic.
Click here for an assessment timetable.
There are no prerequisites for this subject. However, individuals should review the ‘Assumed Knowledge’ tab to understand the prior knowledge Kaplan advises they should hold before enrolling in this subject.
Whilst there are no prerequisites for this subject, Kaplan Professional assumes that individuals have completed FPC001B Economic and Legal Context for Financial Planning, FPC002B Ethics and Professionalism in Financial Advice, FPC003 Superannuation and Retirement Advice, FPC004 Insurance Advice, FPC005 Estate and Succession Planning, FPC006 Taxation for Financial Planning and FPC007B Client Engagement Skills or understand the content covered in those subjects, prior to undertaking FPC008 Investment Advice.
Individuals may not be required to complete this subject if they have transitioned from a SIA/Finsia/Kaplan course and have completed the following subjects:
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