Intermediate Investments

Course Summary

This course provides an ideal follow on for those who have attended introductory courses in this area or who have a basic understanding and wish to develop their knowledge further. You will develop your knowledge in understanding how portfolios are constructed and how to monitor an effective investment portfolio. You will also gain a greater understanding of risk and returns and how to monitor both of these factors to ensure they maintain good portfolio management parameters.


1. Investment Mandates
  • Roles and Responsibilities
  • Strategy
  • Time horizon
  • Restrictions

2. Understanding Risk Appetite

  • Volatility
  • Capacity for loss

3. Types of Investments (attributes and risks)

  • Equities (Markets and Exchanges)
  • Funds (Open and Closed end Funds)
  • Bonds (Government and Corporate)
  • Alternative Investments

4. Portfolio Construction

  • Diversification and Correlation
  • Active vs passive strategies
  • Risk management
  • FX Management

5. Portfolio Monitoring

  • Return calculations
  • Risk measurement
  • Benchmarks

Course Benefits

This course will enable you to build upon your existing knowledge in investments and provide you with more detailed insight into portfolio management for long-term portfolios.

Tutor Profile

Ian Robinson has recently retired as Chief Insurance Officer at Utmost following a career which saw him working in senior positions within the financial services industry for 30 years. Ian has been an active committee member of the Guernsey Association of Pension Providers for 10 years. He has a Diploma in Company Direction from the Institute of Directors, and is a qualified member of the Society of Financial Advisers and a member of the Chartered Institute for Securities and Investment.

Course at a Glance

  • Next Start Date: 12 November 2020
  • CPD Points: 5.5
  • Course Cost: £195.00
  • Course Length: Full day (09:30-16:00)
  • Location: GTA University Centre, Guernsey
  • Tutor: Ian Robinson

There are no dates currently available for this course, If you would like to register your interest please complete the form below:

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