The Adviser Academy: training tools for Independent Financial Advisers (IFA's)

Select from our Library

Module

CPD Time

Expected by

What's New

Intro to Macro Economics, part 2

Macro economics, Part 2 is a complex subject with many inter-connecting themes, but is important for making informed investment decisions. This module examines what macro economics is covering topics including growth, unemployment and inflation. It also shows how supply and demand is the backbone of a market economy.

Course Type: Audio

CPD Time: 15 mins

•	The Investment Environment: Considers the key areas of the investment environment within which the Investment Advisor operates.
•	Investment Products: Reviews the fundamental characteristics of the main asset classes available for individual investors.
•	The Markets and the Products: Introduces and reviews the main products available for investors.
•	Structure & Products of The UK Financial Services Industry: Provides an overview of the function of the financial services industry within the economy.
•	Providing Financial Advice: Discusses how the adviser must identify client needs and provide possible solutions to address them.
•	Legal Considerations: Reviews some of the legal considerations required by the financial advisor when advising a client.
•	Tax, National Insurance And State Benefits: Considers the tax implications that will impact the client.
•	Regulatory Environment: Highlights the key areas of regulation that the financial advisor must fully comprehend.