Introduction to Investments and Finance

MQF Level 6

6 Credits (ECTS)

Introduction to Investments and Finance

Start
October 2024
Module Type
Compulsory
Price
€320
ECTS Credits
6 Credits (ECTS)
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Get 70% back via Tax Credit

€224 refund on this module

Module Description

The Introduction to Investment and Finance module introduces the learner to the world of finances and the relevant processes in financial planning.

The module builds on the students’ knowledge regarding insurance products that they had acquired in the previous modules, addressing the requirements that an adviser needs to consider before recommending an insurance product to a customer.

To achieve this, the module intends to tackle the attributes and innate risks of asset classes and the effect of the macro-environment on these asset classes.

The syllabus also looks at how some investment theories are limited and how risk affects investment activity and rendition.

Entry Requirements

Candidates who apply for this course must possess one of the following:

• A related qualification at MQF Level 4

and/or

• One ‘A’ Level or equivalent and a pass in English Language*, Mathematics, and/or Business Studies at MQF Level 3 (‘O’ Level or equivalent).

• Preference will also be given to applicants having 1 year work experience related to the study programme.

*In the case of students who do not possess all the formal required academic qualifications, then the Recognition of Prior Learning (RPL) process could be applied such that if evidence of equivalent learning is found then the applicant could still be accepted in the course.

 

Target Audience

This course is targeted at:

  • Individuals seeking to advance their academic and professional knowledge in Insurance.
  • Individuals wanting to pursue a wide range of career paths within the insurance profession.
  • Individuals wanting to enhance their ability to interpret, assess and communicate insurance related information.

Module / Unit Instructions

The proposed structure comprises a blended approach promoting the building of a community of practice via peer-to-peer learning. The structure uses primarily two dimensions of teaching-learning modes:

1. Face-to-face sessions: 18 hours

2. Online Learning Activities: 12 hours

Face to Face sessions

Face-to-face sessions include lectures, tutorials, discussions, presentations and workshop activities promoting peer-to-peer learning.

Online Learning Activities

Online learning activities incorporate tutorials and asynchronous discussions. These may consist of active interaction, participation and contributions in fora discussions, sharing resources and self-reflection exercises.

Learners also contribute to the building of the community of practice by providing feedback to their peers as critical friends, enhancing the learner’s critical engagement throughout the study period.

The tutor provides continual support during both teaching -learning modes by providing information, readings and tasks relevant to the module in question.

The tutor provides continuous formative feedback as an on-going guidance during the student’s learning experience in preparation for their summative assessment.

How you’ll be assessed

This module consists of two assessment tasks, each carrying a weighting as below:

a) Assessment 1 carries 20% of total module mark achieved. b) Assessment 2 carries 80% of total module mark achieved.

For successful completion of a study module the student is required to achieve a minimum of 50% pass mark in both Assessment 1 and Assessment 2.

The overall grade achieved for each module is calculated as the sum of: • 20% of the mark achieved for Assessment 1; and • 80% of the mark achieved for the Assessment 2.

Assessment 1 and Assessment 2 tasks aim to provide the learner with the opportunity to produce evidence of his/her competences aligned to the learning outcomes of each individual Module.

Assessment

This module’s a) Assessment 1 may include different forms of assessment which allow and promote students’ critical engagement (e.g., online discussions, in-class discussions, case studies, etc.).

For successful completion of the study module the student is required to achieve a minimum of 50% pass mark in Assessment 1.

b) Assessment 2 consists of one assignment at the end of the module.

The mode of assessment varies and may include in-class assignments, and home-based written assignments using diverse assessment tools which may include case studies, reports, proposals, essays, and presentations.

For successful completion of this module the student is required to achieve a minimum of 50% pass mark in both Assessments 1 and 2 respectively.

Assignment
Discussions

Module Intake Dates

October 2024
Price
€320

Additional Info

Reading for the entire B.Sc. in Insurance Studies as presented herein costs €9,000.*

Upon successful completion of this course, students will be eligible for a 70% refund of the cost through the ‘Get Qualified’ scheme.**

Due to the modular structure of the course, you may also opt to take individual modules as stand-alone. The entry requirements still apply.***

*Prices are applicable to students who reside in Malta at the time of applying.
**Terms and conditions apply.
*** For the price of individual modules, please contact the IDEA Academy team.

Learning Outcomes

Competences:

At the end of the module/unit the learner will have acquired the responsibility and autonomy to:

  • Demonstrate knowledge and understanding of asset classes.
  • Analyse the macro-economic environment and how this affects asset classes.
  • Outline the benefits and disadvantages of the principal theories of investment.
  • Implement the principles of the time value of money.
  • Outline and investigate how risks affect investment performance.
  • Demonstrate knowledge and understanding of the attributes, behaviours, innate risks, and pertinent tax considerations relating to investment products.
  • Apply the investment advice process to a given set of circumstances.
  • Describe the main elements surrounding investment planning.
  • Review investment performances and activity.

Knowledge:

At the end of the module/unit the learner will have been exposed to the following:

  • Demonstrate knowledge and understanding of the main asset classes.
  • Analyse the macro-economic environment and how this affects asset classes.
  • Outline the benefits and disadvantages of the principal theories of investment.
  • Implement the principles of the time value of money.
  • Outline and investigate how risks affect investment performance.
  • Demonstrate knowledge and understanding of the attributes, behaviours, innate risks, and pertinent tax considerations relating to investment products.
  • Apply the investment advice process to a given set of circumstances.
  • Describe the main elements surrounding investment planning.
  • Review investment performances and activity.

Skills:

At the end of the module/unit the learner will have acquired the following skills:

  • Analyse the effect of behavioural finance on individuals and markets of investment.
  • Compute real returns, nominal returns, compound interest, and discounts.
  • Explain how assets are allocated and the main approaches relating to this process.
  • Use various benchmarks and supplementary techniques for assessing portfolio performance.
  • Implement a suitable portfolio review process.

Module-Specific Communication Skills:

The learner will be able to:

  • Communicate ideas, problems, and solutions to both specialist and non-specialist audiences.

Module-Specific Learner Skills:

At the end of the module/unit the learner will be able to:

  • Illustrate the benefits and disadvantages of direct investment in assets and securities.
  • Describe the Know Your Client requirements when applying the investment advice process.

Module-Specific Digital Skills and Competences:

The learner will be able to:

  • Navigate through the online learning platform to benefit from assignments, discussion boards, literature, tutorials etc.
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