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  • BAE

Describe and analyze the process of investor profiling and the different stages of life cycle

Explain how you can use investment tools and concepts to allocate and utilize funding. Discuss and provide recommendation on the proposals listed in case study, analyse relative merits, demerits, risk involved, and discuss potential outcomes if recommendation were taken up. TMA01 tests your ability to: Discuss the investment environment issues in the context of the legal framework and ethics Describe the fundamental concepts of investing, covering the basic demand and supply analysis, economic life cycle theory, time value of money, risk and return, market liquidity, diversification and asset allocation in an investment portfolio Describe and analyse the process of investor profiling and the different stages of life cycle investing with reference to an investor’s circumstances, needs and requirements in planning an investment portfolio Recognize the various basic investment products, explain their relative merits and demerits in the context of their investment suitability for an investor

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