Page 19 - CAPE Financial Services Syllabus Macmillan_Neat

UNIT 1
MODULE 2: PORTFOLIO MANAGEMENT AND INVESTMENT

GENERAL OBJECTIVES

On completion of this Module, students should:

1. understand theories used to conceptualise ideas for portfolio management and Investment;

2. understand key portfolio management and investment methodologies;

3. have a working knowledge of international financial services operations in onshore and
offshore facilities;

4. understand the functional components within the international financial services industry and
their interrelationships;

5. understand key issues in the international financial services industry and their impact on the
global economy;

6. employ a working knowledge of best practices in international financial services management;

7. develop critical thinking, and problem solving skills;

8. assess the ethical considerations involved in financial services and actions to circumvent
unethical issues/challenges; and,

9. develop the skill sets needed in financial services;

SPECIFIC OBJECTIVES CONTENT

Students should be able to: Definition of terms such as:

1. explain terms relevant to portfolio Investment, and financial assets: risk averse,
management and investment; risk neutral, risk loving, risk free rate; nominal
interest rate, real interest rate, expected rate
of inflation, expected rate of return, risk
premium, capital market line (CML), fixed
income securities, coupon bond, discount
bond.

See Glossary

CXC A38/U2/16 14