The following chapter and exam weighting should guide your study time.

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In this chapter, we will look at the role that the financial services sector undertakes within both the local and the global economy. The world is becoming increasingly integrated and interdependent, as trade and investment flows are global in nature.

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In this chapter, we turn to the broader economic environment in which the financial services sector operates. 

First, we will look at how economic activity is determined in various economic and political systems, and then look at the role of governments and central banks in the management of those economic activities. 

Finally, the chapter concludes with an explanation of some of the key economic measures that provide an indication of the state of an economy.

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The chapter examines some of the main asset classes in detail, starting with equities. It begins with the features, benefits and risks of owning shares or stocks, looks at corporate actions and some of the main world stock markets and indices, and outlines the methods by which shares are traded and settled.

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This chapter gives a review of bonds which includes looking at the key characteristics and types of government and corporate bonds and the risks and returns associated with them.

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This chapter provides an overview of the main types of assets and then looks in some detail at the range of financial markets that exist, including the money markets, property and foreign exchange.

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This chapter includes a brief review of derivatives to provide an understanding of the key features of futures, options and swaps and the terminology associated with them.

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This chapter addresses the major area of investment funds or mutual funds/ collective investment schemes. It also looks at open-ended and closed-ended funds, exchange-traded funds, hedge funds and private equity

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An understanding of regulation is essential in today’s investment industry. This chapter provides an overview of international regulation and looks at specific areas, such as money laundering and insider trading, as well as a section on professional integrity and ethics.

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This chapter concludes with a review of the other types of financial products, including loans, mortgages and protection products, including life assurance.

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This chapter gives an overview on the procedure of providing financial advice and the important aspects to consider. This is a new chapter that has been added from September 2022.

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