INVESTMENT BASICS

Knowledge Area: Pension Fund Members and Trustees, Life Skills

Investments Basics, as the name implies, provides basic knowledge and understanding about the investment environment in South Africa. This module helps the user (Trustee) unravel the complexity of investment and participate in investment decisions (i.e. Board of Trustees meetings) by taking you through topics such as; investment fundamentals, instruments and products, offshore investments, external environmental factors and measuring the performance of your investments.

Empowering for people from all spheres, this module equips the user with knowledge of investment products and instruments, thus enabling users to make informed retirement planning and investment decisions. It serves as a just-in-time learning and reference tool that can be accessed any time and applied immediately.

Key Points
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This module will help you:

• Understand basic investment principles such as the risk/return relationship.
• Become aware of the various investment instruments available and the markets within which they trade.
• Describe the various investment products, philosophies and investment manager options.
• Explain the reasoning behind risks involved when investing overseas.
• Outline the effect of external environmental factors on the investment environment.
• Interpret investment surveys and reports.

This module includes:

• 160 Glossary terms.
• 80 Answer assessments.
• 3 Hours of outcomes based interactive learning.
• Numerous simulations and economic models.
• Tracking and recording.

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