Our J0 examination Revision e-Workbooks are designed to be affordable solutions to Advisers and other financial services professionals to help them pass their Level 4 exams.

At the end of this unit, candidates should be able to demonstrate an understanding of:

• fundamental economic issues;

• the main principles of portfolio risks and returns;

• how to establish client objectives and constraints;
* the main principles governing how to construct an investment portfolio;

• the risks and returns of cash, debt investments, equities and property;

• the risks and returns from alternative investments and derivatives;

• the portfolio construction process and asset allocation;

• how to assess investment portfolio performance and investment management services.