| Purpose of Programme |
Building on to the skills and knowledge covered in Level 1, this module will focus on managing investment portfolios that have higher complexity. In addition to gaining deeper insights into HNW clients through behavioural finance, this module covers collaboration with investment specialists to design more complex investment solutions based on HNW clients’ needs and the investment policy statement, explanation of investment recommendations and the related risks, managing, monitoring and reviewing of the portfolio, and identifying common investment strategies across cycles, crises and bubbles.
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