Page 30 - Profile's Unit Trusts and Collective Investments 2021 issue 2

How to use this book

Unit Std 243153: Explain basic investment principles (NQF level 04, 4 credits)
Chp 1 Chp 2 Chp 3 Chp 4 Chp 5 Chp 6 Chp 7 Chp 8 Chp 9
Outcome
1 Implications of investment goals
2 Factors that affect choices x
3 Risks of different investments x x x
4 Apply investment principles x x
Unit Std 243154: Money markets and money market instruments (NQF 04, 2 credits)
Chp 1 Chp 2 Chp 3 Chp 4 Chp 5 Chp 6 Chp 7 Chp 8 Chp 9
Outcome
1 Why money markets exist x
2 The money market environment x
3 Money market role players x
4 Money market instruments x
Unit Std 243155: CISCA knowledge and insight (NQF 04, 2 credits)
Chp 1 Chp 2 Chp 3 Chp 4 Chp 5 Chp 6 Chp 7 Chp 8 Chp 9
Outcome
1 Types of CISs x x x x x
2 Main CIS role players
x x
3 CISCA ethical principles x
4 CIS deed and other documents x
Unit Std 119997: Risk in a financial services environment (NQF 05*, 5 credits)
Chp 1 Chp 2 Chp 3 Chp 4 Chp 5 Chp 6 Chp 7 Chp 8 Chp 9
Outcome
1 Concept of risk x
2 Markets and risk factors x
3 Current global economic issues x
4 Develop a group investor profile x
5 Apply risk principles x
Unit Std 242560: Apply knowledge and insight to sales and marketing (NQF 05*, 4 credits)
Chp 1 Chp 2 Chp 3 Chp 4 Chp 5 Chp 6 Chp 7 Chp 8 Chp 9
Outcome
1 Client needs and types of funds x x x x
2 Regulatory parameters x x
3 Marketing methods
4 Support required by clients
Unit Std 242563: Analyse the role of international investment (NQF 05*, 6 credits)
Chp 1 Chp 2 Chp 3 Chp 4 Chp 5 Chp 6 Chp 7 Chp 8 Chp 9
Outcome
1 Offshore investment vehicles x
2 Managed versus direct offshore
x x x
3 Consolidate info, create profile x x x
4 Decision making process x x
Unit Std 242572: Evaluate manager performance (NQF 06*, 5 credits)
Chp 1 Chp 2 Chp 3 Chp 4 Chp 5 Chp 6 Chp 7 Chp 8 Chp 9
Outcome
1 Attribution analysis against benchmark x x x x
2 Compare funds’ risk and return x x x
3 Effects of financial indicators x x x x x
4 Application in financial planning x x
Unit Std 242587: Apply knowledge of macro economic trends and indices (NQF 06*, 5 credits)
Chp 1 Chp 2 Chp 3 Chp 4 Chp 5 Chp 6 Chp 7 Chp 8 Chp 9
Outcome
1 Impact of JSE and international indices x x x x x
2 Apply knowledge of economic trends x x x x x
3 Propose solutions to market changes x x x
4 Respond to a negative market shock
x x
* Pre-2009 NQF levels shown – new level assignments pending
Source: SAQA. For more information on each unit standard see www.saqa.org.za

28 Profile’s Unit Trusts & Collective Investments — Understanding Unit Trusts