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). 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.
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.
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.
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.
It is 3 hours and 20 mins-based assessment.
In the SP subjects, the approximate split of assessment across these three skill types is 25% Knowledge, 50% Application and 25% Higher Order Skills.
SP5 SSP (Self Study Programme)
₹8,500.00 – ₹12,500.00
SP5 Course Content
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.
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:
3 hours and 20 minutes exam.
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.
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
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%)
In the SP subjects, the approximate split of assessment across these three skill
types is 25% Knowledge, 50% Application and 25% Higher Order Skills.
Mrs. Silky Goyal
Silky Goyal is coming straight from the industry and now at a place where her heart lies.
Visionary on the path of becoming an actuary laid the foundation of The Academic Junction.
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 –
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SP5 Content Lectures
| SP5 Ch 1-3 Part 1 | SP5 Ch 1-3 Part 2 | SP5 Ch 6 |
| SP5 Ch 7 | SP5 Ch 8 | SP5 Ch 10 |
| SP5 Ch 11 Part 1 and CB1 14 Part 1 | SP5 Ch 11 Part 2 and CB1 14 Part 2 | SP5 Ch 11 Part 3 and CB1 14 Part3 |
| SP5 Ch 11 Part 4 and CB1 14 Part 4 | SP5 13 Part 1 and CM2 Ch 15 Part 1 | SP5 13 Part 2 and CM2 Ch 15 Part 2 |
| SP5 Ch 18-21 Part 2 And CM2 Ch 6Part 1 | SP5 Ch 18-21 Part 3 And CM2 Ch 6 Part2 | SP5 Ch 18-21 Part 3 And CM2 Ch 6 Part3 |
| SP5 Ch 18-21 Part 5 | SP5 Ch 21-23 Part 1 | SP5 Ch 21-23 Part 2 |
| SP5 Ch 21-23 Part 3 | SP5 Ch 21-22 Part4 | SP5 Ch 18-21 Part 5 |
| CP1 Ch 24-30 Part 1 | CP1 Ch 24-30 Part 2 | CP1 Ch 15 |
| CP1 Ch 16 | SP5 Ch 24 Part 1CB1 Ch 3 Part 1 | SP5 Ch 24 Part 2 CB1 Ch 3 Part 2 |
| SP5 Ch 24 Part 3 | SP5 Ch 11-17 Part 1 | SP5 Ch 9 |
| SP5 Ch4 Part 1 | SP5 Ch 4 Part 2 | SP5 Ch 5 Part 1 |
| SP5 Ch 5 Part 2 | SP5 Ch 11 | SP5 Ch 14 |
| SP5 Ch 15 | SP5 Ch 16 Part 1 | SP5 Ch 16 Part 2 |
| SP5 Ch 12 Part 1 | SP5 Ch 12-13 Part 2 | SP5 Ch 12-13 Part 3 |
| SP5 Ch 13 Part 4 | SP5 Past Papers Discussion |
SP5 Past Paper Lectures
| 01 Ch 1-3 Discussion | 02 Ch 6-10 Discussion | 03 Ch 11-13 Discussion |
| 04 Ch 14-16 Discussion | 05 Ch 18-23 Discussion | 06 DB DC Risks Discussion |
| 07 Ch 18-23 Discussion |
Trending Topics Lectures
| Climate Change and its Risks | Investment Risks | Trending Topics Discussion |
| Trending Topics Discussion | Trending Topics Discussion |
SP5 Assignments
| SP5 Assignment 1 | SP5 Assignment 2 | SP5 Assignment 3 |
| SP5 Assignment 4 |
SP5 Summary Lists
| SP5 Summary List 1 | SP5 Summary List 2 | SP5 Summary List 3 |
| SP5 Summary List 4 |
SP5 Unit Tests
| SP5 Unit Test 1 | SP5 Unit Test 2 | SP5 Unit Test 3 |
| SP5 Unit Test 4 |
SP5 Mock Tests
| SP5_Mock Test 1 | SP5_Mock Test 2 |
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