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Finance, Investments & Funds

Intermediate Investments

Course details

Start Date

14 November 2024

CPD Points





Half day (09:00-12:30)


GTA University Centre

Course Overview

This course provides an ideal follow on for those who have attended introductory courses in this area or who have a basic understanding and wish to develop their knowledge further. You will develop your knowledge in understanding how portfolios are constructed and how to monitor an effective investment portfolio. You will also gain a greater understanding of risk and returns and how to monitor both of these factors to ensure they maintain good portfolio management parameters.

Course Content

1. Investment Mandates

  • Roles and Responsibilities
  • Strategy
  • Time horizon
  • Restrictions

2. Understanding Risk Appetite

  • Volatility
  • Capacity for loss

3. Types of Investments (attributes and risks)

  • Equities (Markets and Exchanges)
  • Funds (Open and Closed end Funds)
  • Bonds (Government and Corporate)
  • Alternative Investments

4. Portfolio Construction

  • Diversification and Correlation
  • Active vs passive strategies
  • Risk management
  • FX Management

5. Portfolio Monitoring

  • Return calculations
  • Risk measurement
  • Benchmarks

Course Benefits

This course will enable you to build upon your existing knowledge in investments and provide you with more detailed insight into portfolio management for long-term portfolios.

Next Steps

If you would like to book a place on this course please click on the ‘Book Course’ button to the right of this page and login or register for a user account to complete your booking(s). Any queries please do not hesitate to contact us via [email protected] or call us on 01481 224570.

If no date is scheduled for this course at the present time please click on the ‘Register Interest’ button and login or register for a user account so that we can add you to our course interest register. This register allows us to contact our tutors and finalise dates for a course as soon as we have a few people who have expressed their interest, so the more delegates who register their interest, the sooner we can schedule a particular course.

Course Tutor

  • Ian Robinson

    Ian Robinson has recently retired as Chief Insurance Officer at Utmost following a career which saw him working in senior positions within the financial services industry for 30 years. Ian has been an active committee member of the Guernsey Association of Pension Providers for 10 years. He has a Diploma in Company Direction from the Institute of Directors and was a qualified member of the Society of Financial Advisers and member of the Chartered Institute for Securities and Investment until his retirement.

Upcoming Courses

Some courses we run are scheduled based on demand. Please ensure you register your interest to ensure we know which courses you would like to attend.