Learning outcomes (LO) mappingMarks

LO1Evaluate investment advice processes and frameworks in the delivery of quality investment advice to retail investors.16

LO2Analyse Efficient market Hypothesis (EMH) with respect to the empirical evidence for it and its usefulness and applications for the provision of investment advice.10

LO3Critically analyse a client’s investment objectives and constraints. 17LO4Apply knowledge of asset classes, investment markets and tax in providing expert investment advice. 10

LO5Critically analyse the different investment structures and fund managers available to retail investors. 12

LO6 Conduct appropriate quantitative and qualitative research in recommending suitable investment strategies and products.