This week’s topics
Final assessment and submission
- Final coursework submission
- Assessment against all criteria
What you will be able to do
- 1.1 Explain types of securities and associated concepts.
- 1.2 Evaluate key characteristics of each type of security.
- 2.1 Explain regulations and procedures used in trading securities.
- 2.2 Analyse the policies and procedures relating to the trading of securities and new issues in world markets.
- 2.3 Assess issues in global markets including the London Stock Exchange.
- 3.1 Explain the principles of investment theory.
- 3.2 Evaluate the use of securities.
- 3.3 Critically assess the underlying concepts of market analysis and efficiency.
- 4.1 Explain indirect and direct taxes.
- 4.2 Analyse the characteristics of indirect and direct taxes.
- 4.3 Assess the principles of taxation and their implications for relevant stakeholders.
- 5.1 Explain laws and regulations controlling the financial services industry.
- 5.2 Evaluate a range of risk mitigation methods used in investments.
- 5.3 Analyse practical risk mitigation methods.
- 6.1 Explain client portfolios in accordance with customer profiles.
- 6.2 Make justified recommendations of appropriate types of savings and investments.
- 6.3 Critically assess issues relating to portfolio management.
Activity
Final assessment week: submission of the unit assignment.
Study materials
The teaching notes, exercises and videos of this week are in the student portal. Your portal is set up as soon as you receive final acceptance, so you can open them before the semester starts.
