AWP: Award in Investment Planning (non-UK) - Revision Course

One full-day or 2 half-days

An adviser has a wide range of investment products from which to choose when making a recommendation to a client. Each category of asset has a potential role to play within a client's overall investment portfolio; however, each has a different risk/return profile. Each client has a different risk profile depending on their age, wealth, stage of life
and personal preferences.

The workshop gives solid foundation for those advisers who are client-facing, in order to give the best advise according to the needs of the prospect client. 

This online revision course is designed to help you feel more prepared for your exam.

The content will cover the key areas of the syllabus and areas likely to be tested. There will also be a focus on exam style questions with clear debriefs to aid understanding. 

Summary

Dates: Optional

Timings: 09:30-16:30 (UK)

 Duration: One full-day or 2 half-days

 No of attendees: 7-16

 Format: Online - Virtual delivery

 CPD: Designed to support your study and preparation for your CII qualification

Trainer: Your trainer is highly experienced and qualified in the subject matter, and as importantly, in how to deliver an effective and productive online interactive training session, ensuring all candidates are fully engaged and maximise the learning experience. 

Course Overview

By the end of the course, delegates will be able:

• Main macro-economic factors that impact upon investment returns
• Cash deposits, government securities and corporate bonds
• Equity-based investment and property investment
• Collective investment products and alternative investments
• The risks faced by investors and the importance of asset allocation 

We will cover the majority of the unit learning outcomes during the course and focus on areas of most importance in the exam.

The content will cover key areas of the syllabus and areas likely to be tested for the exam. There will also be focus on exam style questions with clear debriefs to aid understanding.

Course Objectives

At the end of this workshop delegates will be able to understand the following:

• Understand the main macro-economic factors that impact upon investment returns
• Describe the importance of main economic indicators
• Describe the main features of cash deposit investments
• Understand the main features of government securities and corporate bonds
• Understand the main features of equity based investment products
• Understand the main features of property investment
• Understand the main features of collective investment products and alternative investments
• Understand the risks and returns faced by investors and how an investor's risk profile is determined
• Describe the importance of asset allocation in the investment process
• Describe other main issues that impact upon investment planning
• Understand ethical considerations in investment and financial advice Apply investment knowledge to a given set of circumstance 

Who should attend?

Delegates who are working or intending to work in the financial planning and investment planning sectors. Could also be beneficial for candidates who work in the general insurance sector. 

Corporate Solutions

As part of our commitment to advancing professional standards within the sector, the CII offers a comprehensive suite of training and development solutions. These are designed to provide a structured, collaborative approach to skills enhancement, fully aligned with our internationally recognised Professional Map.  We offer workshops covering exam revision, technical training and business and leadership topics. 

Whether you're looking to upskill employees, support career progression, or drive business success, our bespoke training solutions can elevate and future proof the competencies required across your workforce. 

A full list of courses can be viewed in our 2025 Training Catalogue.

Corporate (in-house) request

To book this workshop for your company as an in-house training session for between 7-16 Delegates, on a date that's convenient for you, please register your interest here:

Register your interest in our other courses

To register your interest for any of our other courses, or to suggest a course that is not listed, please complete the form below:

To book in-house training for your company, you must have a CII Corporate Account.

To register for this workshop or to request further information, please contact us at: business.enquiries@cii.co.uk 

Please note our workshops are priced using British Pound Sterling (GBP). The final purchase cost will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

Your booking will only be confirmed, once you receive a booking confirmation email from the training team.

Please ensure you refer to our terms and conditions before booking on to any of our training workshops. By booking on to this workshop, you are agreeing to our terms and conditions and for your information to be shared with our training provider.