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Investment and Financial Planning Project

In this unit you’ll use the latest technology to create a multi-asset portfolio designed to meet client objectives. You’ll learn to make investment decisions and get insight into what it’s like to be a financial advisor.

duration Duration: 1 Teaching Period

unit code Unit Code: FIN30017

contact hours Contact Hours: Recommended 10 hours of study per week

About this unit

This unit aims is to provide students with the knowledge of investment theories, strategies and instruments and their applications in construction of Statement of Advice. In particular, the unit focuses on the understanding and the applications of modern finance theories and how these theories influence investment planning decisions. Students will use relevant technologies and learn to construct and present a comprehensive Statement of Advice that fulfils the legal and ethical obligations of a financial advisor.


  • Equity and Debt markets
  • Market efficiency and behavioural finance
  • Portfolio theory and construction
  • Portfolio risk management
  • Managed funds
  • Regulation of markets
  • Research and identifying of Financial Planning products
  • Using financial technology
  • Development of a Statement of Advice.

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