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Programme details

Thank you for registering and confirming your place in the Old Mutual Wealth Investment Academy.

The Investment Academy will deliver the CII AF4 Investment Planning syllabus in a way that will increase your likelihood of exam success. The programme will consist of a total of 10 sessions delivered by a CII accredited trainer with each session focussing on a syllabus topic.

You will receive a CII AF4 Investment Planning workbook at your first session; you will need to bring your workbook to all sessions. 

You will also need to bring a scientific calculator with you to each session.

To add these events to your calendar, simply click on the session dates below.

Session 1

Subject: Exam Technique & Macroeconomics/Direct Investments
Date: Tuesday 28th April 2015 (Full day incl. lunch)
Venue: The National Motorcycle Museum, Coventry Road, Solihull, West Midlands, B92 0EJ

Morning session

Exam Technique & Macroeconomics
Inflation, Business Cycles, BoP, Fiscal Policy, Exchange Rates

Afternoon session

Direct investments
Money Markets, FSCS, CODs, Gilts,
Corporate Bonds, PIBs, Yield Curves

Investment Academy Partner: 

Investment Academy Partner: 

 

Session 2

Subject: Direct Investments/Indirect Investments
Date: Monday 11th May 2015 (Full day incl. lunch)
Venue: The National Motorcycle Museum, Coventry Road, Solihull, West Midlands, B92 0EJ

Morning session

Direct investments
Equities: Preference Shares, Stamp Duty, Ratios
Property: Rent-a-Room, Yields, Stamp Duty

Afternoon session

Indirect investments
OEICs, Unit Trusts, Investment Trusts,
Offshore Funds

Investment Academy Partner: 

Investment Academy Partner: 

   

Session 3

Subject: Indirect Investments
Date: Wednesday 20th May 2015 (Half day) 
Venue: The National Motorcycle Museum, Coventry Road, Solihull, West Midlands, B92 0EJ

Morning session

Indirect investments
REITs, EIS, SEIS, VCT, Hedge Funds, Junior ISAs, Bonds

Investment Academy Partner: 

 

Session 4

Subject: Investment Theories
Date: Wednesday 10th June 2015 (Half day)
Venue: Best Western Plus Manor Hotel Meriden, 127 Main Road, Meriden, Solihull, CV7 7NH

Morning session

Investment Theories
Modern PT, CAPM, Arbitrage, EMH, Behavioural Finance

Investment Academy Partner: 

 

Session 5

Subject: Analysing Companies
Date: Wednesday 24th June 2015 (Half day)
Venue: The National Motorcycle Museum, Coventry Road, Solihull, West Midlands, B92 0EJ

Morning session

Analysing Companies
All company ratios, Analysis of accounts       

Investment Academy Partner: 

 M&G

Session 6

Subject: Measurement & Risk Management
Date: Thursday 2nd July 2015 (Half day) 
Venue: The National Motorcycle Museum, Coventry Road, Solihull, West Midlands, B92 0EJ

Morning session

Measurement & Risk Management
Portfolio Analysis against Benchmarks, Alpha Ratio, Sharpe Ratio, Information Ratio

Investment Academy Partner: 

 

Session 7

Subject: Taxation
Date: Wednesday 26th August 2015 (Half day)
Venue: The National Motorcycle Museum, Coventry Road, Solihull, West Midlands, B92 0EJ

Morning session

Taxation Workshop
Impact of Investments on Income Tax & CGT

Investment Academy Partner: 

 Aberdeen

Session 8

Subject: Investment Performance
Date: Wednesday 9th September 2015 (Half day) 
Venue: The National Motorcycle Museum, Coventry Road, Solihull, West Midlands, B92 0EJ

Morning session

Investment Performance
Time Value of Money, MWR & TWR     

Investment Academy Partner: 

 J P Morgan

Session 9 

Subject: Revision Workshop 1
Date: Thursday 24th September 2015 (Half day)
Venue: The National Motorcycle Museum, Coventry Road, Solihull, West Midlands, B92 0EJ

Morning session

Revision Workshop 1

Investment Academy Partner: 

 

Session 10

Subject: Revision Workshop 2
Date: Thursday 8th October 2015 (Half day) 
Venue: The National Motorcycle Museum, Coventry Road, Solihull, West Midlands, B92 0EJ

Morning session

Revision Workshop 2

Investment Academy Partner: 

 Aberdeen

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