Unit 4 - Investment & Insurance Tools (Textbook & Learning Activities)
Unit 4 starts to dig into the "Tools" of a financial planner, by looking at concepts in insurance and both basic and advanced investing.
Additional Course Information
Unit 4 starts to dig into the "Tools" of a financial planner, by looking at concepts in insurance and both basic and advanced investing.
Syllabus
- Stocks and Bonds
- Investor Behaviour
- Risk and Portfolio Construction
- Derivatives, Shorts, and Advanced Investment
- Pooled and Managed Investments
- Risk and Insurance Contracts
- Life, Living Benefits, and Property and Casualty Insurance
- Taxation of Insurance and Liability Insurance
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