Course: SP5 | Faculty: Mrs. Silky Goyal
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SP4 (Full English Course)
Original price was: ₹30,000.00.₹25,000.00Current price is: ₹25,000.00.
CP2 (Full English Course)
Original price was: ₹15,000.00.₹12,000.00Current price is: ₹12,000.00.
SP5 (Full English Course)
Original price was: ₹30,000.00.₹25,000.00Current price is: ₹25,000.00.
About Course
SP5 – INVESTMENT AND FINANCE PRINCIPLES
About SP5 – Investment and Finance
| Area | Description |
|---|---|
| Introduction | The Investment and Finance subjects provide a comprehensive introduction to the specialist areas of Investment and Finance (SP5) and Financial Derivatives (SP6) and Investment and Finance Applications (SA7). |
| Career Path | Through the core reading students have the opportunity to develop the knowledge and skills needed for Chief Investment Officer, or similar, roles in financial institutions. |
| Link to SA7 | SA7 builds on the Specialist Principles subject SP5 (formerly ST5), and earlier subjects, combining the practical application of investment and finance to allow critical analysis across all major areas of investment practice. |
| Aim | The aim of Investment and Finance Principles (SP5) is to develop a student’s ability to apply the main principles and techniques of actuarial management and control that are relevant to the management of investments. |
| What You Learn | It builds on material covered in earlier subjects to cover the key principles of evaluating investments, including the appropriate selection and effective risk management of a portfolio of investments that meet the needs of a particular investor. |
Exam Format
| Detail | Information |
|---|---|
| SP5 | 3 hours and 20 minutes exam |
Assessment Skill Split
| Skill Type | Weightage |
|---|---|
| Knowledge | 25% |
| Application | 50% |
| Higher Order Skills | 25% |
| In the SP subjects, the approximate split of assessment across the three skill types is 25% Knowledge, 50% Application and 25% Higher Order skills. | |
Why TAJ?
SP5 Course Content
| Area | Coverage |
|---|---|
| Aim | The aim of Investment and Finance Principles (SP5) is to develop a student’s ability to apply the main principles and techniques of actuarial management and control that are relevant to the management of investments. |
| Coverage | It builds on material covered in earlier subjects to cover the key principles of evaluating investments, including the appropriate selection and effective risk management of a portfolio of investments which meet the needs of a particular investor. |
Exam Format
| Detail | Information |
|---|---|
| SP5 | 3 hours and 20 minutes exam |
| Calculator | Scientific Calculator is allowed in exam. However, you can use only one of the models from the list below. This can also be used for future exams. |
| # | Allowed Calculator Model | Note |
|---|---|---|
| 1 | Casio FX82 (ES/MS) | With or without any suffix |
| 2 | Casio FX83 (ES/MS) | With or without any suffix |
| 3 | Casio FX85 (ES/MS) | With or without any suffix |
| 4 | Sharp EL531 | With or without any prefix or suffix |
| 5 | Texas Instruments BA II Plus | With or without any suffix |
| 6 | Texas Instruments TI-30 | With or without any suffix |
| 7 | Hewlett Packard HP12c | With or without any suffix |
SP5 Syllabus
| # | Topic | Weightage |
|---|---|---|
| 1 | The economic, regulatory and legislative framework for investment management | 10% |
| 2 | Specialist investment products | 15% |
| 3 | Valuing investments | 10% |
| 4 | Monitoring and managing investment risks | 10% |
| 5 | Investor characteristics, including behavioural finance and taxation | 10% |
| 6 | Appropriate investment strategies | 15% |
| 7 | Portfolio management and risk control | 15% |
| 8 | Analysing portfolio performance | 15% |
Assessment Skill Split
| Skill Type | Weightage |
|---|---|
| Knowledge | 25% |
| Application | 50% |
| Higher Order Skills | 25% |
| In the SP subjects, the approximate split of assessment across the three skill types is 25% Knowledge, 50% Application and 25% Higher Order skills. | |
About Faculty
About Faculty
| Faculty | Mrs. Silky Goyal |
|---|---|
| About | She is coming straight from the industry and now at a place where her heart lies. |
| Vision | Visionary on the path of becoming an actuary laid the foundation of The Academic Junction. |
| Teaching Approach | Corporate Experience combined with on job training helps her to combine real life experiences with theoretical concepts which turns theory subjects into practical and more interesting. |
| To know more about our faculty – Click on LinkedIn Profile | |
Demo Lectures
To watch our demo videos, contact us on Whatsapp
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