R 390


Understanding Investments



The course will provide you with enough knowledge to be familiar with an investor’s risk analysis, the various investment instruments available, together with their associated risks and advantages and disadvantages. The selection of an appropriate investment solution and the understanding of the impact of economic cycles on these investment instuments, should be your aim!

The following investment instruments are covered in this course:

  • Shares
  • Money market instruments
  • Debentures and securitised debt
  • Bonds
  • Derivative instruments, warrants, certificates or other instruments
  • Securities and Instruments
  • Participatory interests in a collective investment scheme
  • Participatory interest in a CIS hedge fund
  • Retail Pension Benefits (Because everyone should be invested in a retirement fund)

CPD Accreditation detail

Accredited by The Compliance Institute Southern Africa

11 CPD hours