UK Workbooks Catalogue

A Comprehensive Overview of Investment Trusts, Unit Trusts and OEICs

A Comprehensive Overview of Investment Trusts, Unit Trusts and OEICs is a modular, self study Workbook for:

• Financial advisors who are involved in the sale of funds.
• Administrative staff who work with and supply administrative support for these financial advisors.
• Sales representatives or agents who are tied to a fund manager or the promoter of a fund.
• Administrative staff who are working for the manager or promoter of a fund.

This Workbook is structured in chapter format with each chapter dealing with a critical element of investment trusts, unit trusts and OEICs.

Each chapter is written in a bullet point format so that it is very easy to read and comprehend. At the end of each chapter are review questions for you to test your comprehension of the material. Model answers are to be found in a section at the back of the Workbook.

When you have completed this Workbook, you have the option of writing a non-qualifying exam on the content. The exam is marked remotely. Exam certificates are issued to those who successfully complete the passing requirements. The application form for the exam is also to be found at the back of the Workbook n

The Scope of This Workbook

This Workbook gives you a comprehensive overview of:

• The various types of investment trusts, unit trusts and OEICs.
• Their key common features and their differences.
• The key factors that can have an influence on a return on investment from investing in one of these investment vehicles.
• Major factors in the economy and within the financial markets that can affect their performance and the market price for them; relevant UK and overseas factors are covered.
• A detailed description of investment trusts, unit trusts and OEICs.
• The major types of funds.
• What you need to know in order to select investment trusts, unit trusts and OEICs and about buying and selling them.
• What you need to know about taxation with respect to an investment in an investment trust, unit trust or OEIC.
• The major investment strategies that are offered through an investment in one of these investment vehicles.
• Sample model portfolios made up of various fund types.
• Ethical standards and compliance regulations for investment trusts, unit trusts and OEICs.

The Purpose of this Workbook

• Broaden and deepen your general knowledge of investment trusts, unit trusts and OEICs and the opportunities and pitfalls of investing in them.
• Meet your Continuing Professional Development requirements as effectively as possible.

This Workbook is different and better, for CPD purposes, from Workbooks focused solely on passing a particular qualifying exam. This Workbook focuses on why things are as they are and on the implications with respect to an investment in an investment trust, unit trust or an OEIC, rather than just learning facts by rote to pass an exam.

This Workbook is not intended to help students pass any particular FPC, AFPC or other qualifying professional exam.

This Workbook represents 35 CPD self study hours.

Studying for and writing the optional exam will qualify for approximately another 15 CPD study hours.

How to Use This Workbook

• Read each chapter quickly to get a feel for the content, then go back over the chapter and read it slowly for comprehension.
• Before going on to the next chapter, answer the questions at the end of the chapter that you have just read and check your answers with the model answers which are located at the back of the Workbook.
• We suggest that you will likely need to spend 3 to 4 hours to study the content of each chapter and complete the review questions. If you plan to write the optional, non-qualifying exam for this Workbook, then you will likely need to plan for another 10 to 15 study hours on the content and review questions.

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