Investment Analysis Assignment Brief
| Qualification | OTHM Level 7 Diploma in Accounting and Finance (603/5882/8) |
| Unit Reference Code | R/615/3236 |
| Unit Name | Investment Analysis |
Unit Aims
The aim of this unit is to develop learners’ understanding of investment theories and market equilibrium models, and includes the requirement to perform bond valuations and evaluate current investment performance. On successful completion of this unit, learners will be equipped with the skills to critically assess the cause and effect of developments on the world’s capital market. Learners will be able to make effective recommendations for future investments.
Learning Outcomes and Assessment Criteria
| Learning Outcome – The learner will: | Assessment criterion – The learner can: |
| 1. Understand different types of securities. | 1.1 Explain types of securities and associated concepts.
1.2 Evaluate key characteristics of each type of security. |
| 2. Understand the regulation of security trading and new issues in world markets. | 2.1 Explain regulations and procedures used in trading securities.
2.2 Analyse the policies and procedures relating to the trading of securities and new issues in world markets. 2.3 Assess issues in global markets including the London Stock Exchange. |
| 3. Be able to apply principles of investment theory, securities and market analysis. | 3.1 Explain the principles of investment theory.
3.2 Evaluate the use of securities. 3.3 Critically assess the underlying concepts of market analysis and efficiency. |
| 4. Understand the principles of taxation. | 4.1 Explain indirect and direct taxes.
4.2 Analyse the characteristics of indirect and direct taxes. 4.3 Assess the principles of taxation and their implications for relevant stakeholders. |
| 5. Understand the laws and regulations controlling the financial services industry. | 5.1 Explain laws and regulations controlling the financial services industry.
5.2 Evaluate a range of risk mitigation methods used in investments. 5.3 Analyse practical risk mitigation methods. |
| 6. Be able to plan, manage and assess client portfolios. | 6.1 Explain client portfolios in accordance with customer profiles.
6.2 Make justified recommendations of appropriate types of savings and investments. 6.3 Critically assess issues relating to portfolio management. |
Assessment
To achieve a ‘pass’ for this unit, learners must provide evidence to demonstrate that they have fulfilled all the learning outcomes and meet the standards specified by all assessment criteria.
| Learning Outcomes to be met | Assessment criteria to be covered | Type of assessment | Word count |
| All 1 to 6 | All ACs under LO 1 to 6 | 15 minute presentation and accompanying Report | 4500 words |
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