Page 9 - CAPE Financial Services Syllabus Macmillan_Neat
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STRUCTURE OF THE SYLLABUS
The subject is organised in two (2) Units. A Unit comprises three (3) Modules each requiring fifty (50)
hours. The total time for each Unit, is therefore, expected to be one hundred and fifty (150) hours
with at least thirty (30) percent of the time dedicated to practical work. Each Unit can independently
offer students a comprehensive programme of study with appropriate balance between depth and
coverage to provide a basis for further study in this field.
UNIT 1: Conceptual Issues in Financial Services
Module 1 - Introduction to Financial Products and Services
Module 2 - Portfolio Management and Investment
Module 3 - Governance, Regulations, and Ethics
UNIT 2: Customer Value, Information System, and Financial Services
Module 1 - Financial Services Environment
Module 2 - Compliance, Legislation and Statutes
Module 3 - Financial Reporting
In this syllabus, the specific objectives which are denoted by an asterisk (*) are particularly suitable
for practical exercises. However, practical work should not necessarily be limited to these objectives.
APPROACHES TO TEACHING THE SYLLABUS
The specific objectives indicate the scope of the content and the activities that should be covered. The
students should be exposed to accurate and unbiased content and skills that will foster more creative
and prepared citizens capable of effectively participating in a dynamic society. Therefore, the role of
the teacher is to employ a collaborative, highly practical and industry-driven approach to facilitate
students’ learning.
CXC A38/U2/16 4
