FUNDAMENTALS OF INVESTMENT PLANNING
(Course Code: PFP102)

1. Concepts of Investment
2. Primary investment
3. Management investment
4. Unit Trust PreContract Studies

Participants should understand the factors affecting the development of financial planning, the demand for financial planning services and the rapid growth of the independent financial planning industry. Participants should also understand the whole range of products required to meet their different needs and to achieve a balanced portfolio.

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