| University | Qualifi Ltd |
|---|---|
| Subject | AF706 Financial Analyst (R/615/3320) |
AF706 Assignment Brief
| Qualification | Qualifi Level 7 Diploma in Accounting and Finance: 603/0723/7 |
|---|---|
| Unit Code | AF706 |
| Unit Title | Financial Analyst |
| Unit Reference | R/615/3320 |
| Credits | 20 |
| TQT | 200 |
| GLH | 80 |
Assignment Aim
The purpose of this unit is to develop understanding of market equilibrium models, bond valuation and performance evaluation. At the end of this unit learners should be encouraged to make enquiries as to the cause and effect of the impact of current developments in the world’s capital markets on the investment process and critically appraise current thinking on the theories and investments.
Learning Outcomes and Assignment Criteria
| Learning Outcomes | Assessment Criteria |
| To achieve this unit a learner must be able to: | Assessment of these outcomes demonstrates the learner can: |
| 1: Critically evaluate the strengths and weaknesses the different types of securities. | 1.1: Identify different types of securities and their concepts. |
| 1.2: Evaluate the characteristics of each of the securities identified. | |
| 1.3: Critically analyse the characteristics and the strengths and weaknesses of different types of securities. | |
| 2: Analyse and explain the regulation of, and procedures relating to, the trading of securities and new issues in the world
markets, including the London Stock Exchange (LSE). |
2.1: Identify the regulations and procedures relating to trading securities. |
| 2.2: Investigate the arising issues in the global markets including (LSE). | |
| 3: Know how to apply the principles of investment theory, security and market analysis and efficiency. | 3.1: Identify and explain the principles of investment theory. |
| 3.2: Critically evaluate securities. | |
| 3.3: Evaluate the underlying concepts of market analysis and efficiency. | |
| 4: Analyse the principles of taxation and their implications, including income tax, capital gains tax, inheritance and corporation tax. | 4.1: Identify the range of taxes and their characteristics. |
| 4.2: Explain the implications of taxation | |
| 5: Critically evaluate the effectiveness of the law and regulation in controlling the financial services industry. | 5.1: Identify the regulations prevailing in the financial services industry. |
| 6: Know how to plan, manage and review client portfolios according to customer profile and the needs in order to recommend and justify appropriate types of savings and investment. | 6.1: Evaluate client portfolios according to customer profile. |
| 6.2: Investigate issues relating to portfolio management. |
Get Reliable Support for Your AF706 Financial Analyst Assignment
Many students find the af706 financial analyst (R/615/3320) assignment difficult because analysing securities, portfolio management, taxation, and investment theories requires strong financial knowledge and critical thinking. Our finance assignment help makes these complex topics easier to understand. Diploma Assignment Help delivers solutions that match your course requirements. Browse our diploma assignment examples to check our writing quality. Hire our assignment help uk for an expert-written solution tailored to your assessment.
