AF4 Live Revision Workshop

This online revision course is designed to help you feel more prepared for your exam. The content will cover the key areas of the syllabus and areas likely to be tested. There will also be a focus on exam style questions with clear debriefs to aid understanding.   

The objective of AF4 Investment Planning unit is to develop in depth financial planning skills related to investments and the management of investment portfolios.

Your Workshop will cover:

1. Exam technique
2. The Macro Economic Environment
3. The equity formulae
4. Direct Asset Classes i.e. cash, fixed interest, equities and property
5. The investment theories
6. The investment products
7. Performance measurement and attribution

This workshop is delivered online, via Zoom over two full days.

Your trainer is highly experienced and qualified in the subject matter, and as importantly, in how to deliver an effective and productive online interactive training session, ensuring all candidates are fully engaged and maximise the learning experience.

Your course will be interactive, with the use of screen share, virtual whiteboards, polls/quizzes and breakout rooms for smaller group discussions. You will also receive a recording of the entire workshop post course, along with all supporting documents used.

The maximum continuous screen time during any session will be 45 minutes and the day will have plenty of breaks.