Financial instruments and investment markets (Property Investment courses)
Please note that this course has started or is now finished and enrolment may no longer be possible.
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Gain an overview of the main asset classes, their principal characteristics and analytical techniques. You will examine the main considerations for investors and look in some detail at the main asset classes, excepting property. An in-depth study of property as an asset class as well as of property investment vehicles is offered in other modules.
One of eight property investment courses offered by ICE on behalf of the Investment Property Forum, this course is suitable for those with two years' professional experience, as well as more experienced property professionals.
Offered as a three day face to face programme with online resources. Students are expected to complete approximately 5 hours of reading preparation prior to the start of the course (materials will be provided by ICE about one month in advance of the start of the course).
Assessment comprises a 90 minute in class exam on the third day of the course and a take home assignment (generally in essay form) due two weeks after the end of the course.
Participants who successfully complete the face to face courses of the Investment Education Programme will receive the IPF Diploma from the Investment Property Forum.
This course has been endorsed by the Board of Executive and Professional Education, University of Cambridge.
You will examine each of the securities markets, the instruments available in these markets and putting the different investments into perspective. An important part of this module is to introduce you to the characteristics of the major investors and to the terminology used in the securities markets. Property investment vehicles will be introduced into the course where analytical techniques that are of general use across investment markets can be applied to property investment vehicles.
You will consider:
- How the characteristics of equities and bonds are different from those of property.
- Methods of analysis of different types of investments and derivative products.
- Why different types of investor have different liability profiles and thus have different performance requirements from their investments.
- The different types of investment instrument available and how they are traded.
- How indirect forms of property investment and their characteristics relate both to direct property investment and other investment instruments.
- Aspects of the regulatory and tax framework under which property investment markets operate.
By the end of this course, you should be able to:
- Describe the investment characteristics of the main asset classes and analyse their value.
- Identify the major types of investors in the markets and describe their liability profiles.
- Describe the types of investment vehicles available and how their markets operate.
- Appreciate how property fits in the wider investment arena.
- Analyse some indirect property vehicles using techniques that are used in the equity and bond markets.
- Appreciate the various forms of derivative product.
- Appreciate the context in which the regulatory and tax framework for investment operates.
To view/download the Investment Education Programme 2013-14 brochure, click here.
For more information on the IPF, click here.
This course is part of the following award:
IPF Diploma in Investment Education
This course is also part of the IPF Certificate in Investment Education (with the online module, Introduction to property investmentand face to face module, Investment valuation & portfolio theory) which is listed by the Financial Services Skills Council (FSSC) as a Key 2 Appropriate Examination under the Managing Investments activity. Holders of the IPF Certificate will need to complete a Key 3 qualification, namely a UK regulatory examination, to meet the full examination requirements for this activity.
Unless otherwise stated, teaching and assessment for ICE courses are in English. Students whose first language is not English should refer to the Competence in the English Language Policy for further guidance.
Printable versions of our brochures are available to download from the Institute Publications page.
To book on this course please download the application form or contact us directly:
Write to usElizabeth Moore
Institute of Continuing Education
University of Cambridge
Madingley Hall, Madingley
+44 (0)1223 746418
18 November 2013 (09:00)
20 November 2013 (17:00)
7 November 2013
1 Ropemaker Street
Qualifications / Credits