Study Guide

Objective

The course provides a comprehensive information package on portfolio investment, financial markets and various investment products. The course is suitable as a comprehensive basic information package for a securities investor, those interested in investing, those in investment services and those who are in such intentions.

This course and course "Portfolio investment 2 — Investment services, taxation and legislation" together also provide a comprehensive coaching package for completing the General Securities qualification (APV1) (www.apvtutkinnot.fi) authorised by the Federation of Finnish Financial Services. The course complies with the study requirements and exam type of that qualification. It is possible to complete it at your own pace by studying online.

Course competence objectives: You are familiar with the structure and functioning of the financial markets. You know the characteristics of different investment products and are able to choose and invest in investment products that are suitable for the current investment situation. You know and understand the key investment return and risk principles and key figures for investors. You understand the links between the national economy and financial markets and are able to monitor and understand current financial information. You understand the basics of the company's operations and its analysis, as well as the basic concepts related to the business economy and the key indicators related to them. You are familiar with the most common basic accounting models related to the securities market.

Evaluation scale

1-5