Course Introduction

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Course Objectives

2

General Objectives

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Detailed Objectives

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Cash Deposits and Money Markets

3

Introduction

Cash Deposits

0

The Concept of Cash Deposits

Types of Accounts

Returns

Risks

Money Market Instruments

0

Types of Money Market Instruments

The Importance of Money Market Instruments in Wealth Management

Returns

Risks

Money Market Funds

The Foreign Exchange Market

3

The Concept of the Foreign Exchange Market

Types of Transactions

Exchange Rates and Risks

Bonds

6

The Concept of Bonds

Elements of a Bond

Classification of Bonds

Types of Bonds

Returns on Bond Investments

0

Introduction

Sources of Returns on Bond Investments

Factors Affecting Bond Yield

Risks

Real Estate Ownership

4

Direct and Indirect Real Estate Investment

Advantages of Investing in Real Estate

Risks of Investing in Real Estate

Real Estate Funds

0

The Concept of Real Estate Funds

Key Characteristics of Real Estate Funds

Types of Real Estate Funds

Advantages of Real Estate Funds

Risks of Real Estate Funds

Real Estate Investment Trusts (REITs)

Investing in Real Estate Funds

Equity

4

The Concept of Equity

Types of Shares

0

Ordinary Shares

Preference Shares

No-Par Ordinary Shares

American and Global Depositary Receipts (ADRs and GDRs)

Warrants

Other Types of Shares

Investing in Shares

0

Advantages of Investing in Shares

Dividend Distributions

Rights to Subscribe to New Share Issues

Voting Rights

Stock Markets

0

The Concept of the Securities Market

Main Functions of Stock Markets

Order-Driven Markets

Quote-Driven Markets

Principal and Agency Trading

Exchange-Traded and Over-the-Counter (OTC) Trading

Financial Derivatives

5

The Concept of Financial Derivatives

Uses of Financial Derivatives

Main Types of Derivatives

0

Futures Contracts

Forward Contracts

Options Contracts

Swap Contracts

Risks

Requirements for the Proper Use of Financial Derivatives

Commodities

5

The Concept of Commodities

The Importance of Commodities for Investors

Methods of Investing in Commodities

Motives for Investing in Commodities

Factors Affecting Prices

Digital Assets

4

The Concept of Digital Assets

Types of Digital Assets

Key Characteristics of Digital Assets

Opportunities and Risks

Operational Processes

5

The Concept of Operational Processes

Methods of Asset Acquisition and Preservation

0

Methods of Asset Ownership

Methods of Establishing Ownership

Asset Custody

Clearing

0

The Concept of Clearing

The Clearing Process

Settlement

0

The Concept of Settlement

The Settlement Process

Corporate Actions

0

The Concept of Corporate Actions

Securities Ratios

Corporate Decisions

Activity

Course Summary