FSC523 Investments Level 5 Assignment Sample

This is the assignment sample of FSC523 Investments Level 5.

This online investments course is designed to teach people about the finance industry, and how they can do it themselves. This program will give you insights on investing products through financial services regulation. You’ll learn what specialists are in this field so that when you’re done with school, there’s a job waiting for you!

This information-packed investment class teaches students of all levels how to get into the exciting world of finances! It starts by teaching basic concepts like debt securities such as bonds or treasury bills before moving onto specific types like mutual funds or stocks.

Assignment Solutions of FSC523 Investments Level 5

Assignment Activity 1. Recognise environmental, technical and risk factors that impact on investment advice.

One of the most challenging aspects is identifying that there are environmental, technical and risk factors impacting on investment decisions. There are usually a number of trade-offs between short term results and long-term benefits or specific near term needs versus more “foreseeable” risks.

A good adviser will know how to help you work through these difficult issues, while at the same time reducing excessive taxes and other adverse consequences for her clients’ investments and maintain confidentiality regarding personal financial matters.

Assignment Activity 2. Analyse financial calculations and risk factors that impact on investment advice.

Investment advice is often broken down into three categories: Financial management, portfolio management, and risk management. The following is a brief description of what each job entails, but in general it’s important for personal finance advisors to know all aspects of the business.

Financial Management – Ensuring your client has sufficient cashflow at all times based on their projected expenditures and current earning power; coordinating with creditors if necessary.

Portfolio Management – Strategic asset allocation that makes sense and can work in concert with an individual’s tolerance for risk; developing a watch list or monitoring to stay up-to-date on anticipated trends, developments, or changes in company strategies that may affect an internet stock portfolio holding.

Risk Analysis – Measure ment of volatility and degree of risk based on a variety of factors, including the type of stock and the company’s business plan.

Pricing is very important to advisors since clients will ultimately pay for their service.

Assignment Activity 3. Evaluate the suitability of investment products, structures and options in terms of their benefits, risks, limitations.

Investment products, structures, and options are designed and offered by the company. There is no regulation or legal standard for an investment product.

Suitability of an investment product can only be done before investing time and money into a particular type of investment. It is very important that investors do their own research before deciding on any particular type of investment to invest.

Below are some guidelines that should be followed when making a decision on whether an investment is suitable for you or not .

Be clear of the company’s risk tolerance and yours.

Many investors are so afraid to lose money, that they put all their eggs in one basket. Diversification is key, when it comes to investment. Investors can be diversified by investing in different asset classes (such as stocks, bonds, cash and real estate), sectors.

Assignment Activity 4. Apply environmental and technical factors in an investment context.

There are a number of environmental and technical factors which investors need to keep in mind when coming up with an investment strategy. These have been discussed in detail at length but here are some key points that may be worth considering.

Environmental Factors – Geopolitical relationships, tariffs on raw materials, trade wars could all change the fundamental economics/demand for a particular company or industry. For example, if the tariff on Chinese soybeans rises from 10% to 30%, this will affect the demand for soybean-based food. This will then impact shares prices as companies like Cargill will find themselves less price competitive than those based in countries like Brazil where there is no soybean tariff.

Technical Factors – Take earnings season as an example. A company reports earnings per share of 5 cents, which is higher than the expected 4 cents. With everyone expecting 5 cents, there is a chance that this positive surprise could cause the stock price to be over-reactive if it rises sharply on the day of announcement.

Assignment Activity 5. Apply the six-step advice process in an investment context.

1. Invest in stocks with a strong margin of safety, or so low that it makes them almost impossible to lose money on (i.e.: less than $5 per share).

2. Spread your bets around by investing in more than one stock at once because some of them are bound to “hit.”

3. Keep it down—hold no more than 10 stocks at any time, and preferably less than five if you’re just diving into the game for the first time (and should ideally invest only in companies you know very well).

4. Sell only when all the company’s value has been exhausted or when damage may be done to your portfolio from owning too many securities within a single industry sector and /or subsector.

5. Don’t try to pick the best stocks, but rather buy them in such a way that you know what percent of your portfolio they are likely to comprise at any one time and decide whether that is acceptable or not based on your own risk/reward tolerance.

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