Gap fill: Understanding investment theories

clock • 14 min read

In the latest in our exclusive series of gap fill articles helping you prepare for RDR, Jackie Lockie covers everything you need to know about the main investment theories…

IS THIS ARTICLE FOR ME? Any financial adviser with an existing QCF Level-4 qualification may have to carry out gap fill to meet the FSA's requirements for RDR. This article will help you do that. If any of your gaps fall under the main investment theories listed below, reading this article - and taking a short online test afterwards - will help you tick off those gaps. WHICH RDR LEARNING OUTCOMES DOES THIS ARTICLE COVER? This article covers the learning outcome: Demonstrate an understanding of the merits and limitations of the main investment theories covering: • Key features of t...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on RDR

RDR ten years on: An advice industry changed for the better
RDR

RDR ten years on: An advice industry changed for the better

'The end of the advice industry as we know it'

Kevin Silvester
clock 08 February 2023 • 2 min read
RDR

Deja vu: Are we heading back to the future on commission?

Marty, fire up the DeLorean

Tim Sargisson
clock 13 January 2016 • 3 min read
RDR

Blog: How can we shrink the advice gap?

The advice gap has been a popular topic since the Retail Distribution Review, but hasn't this gap always existed?

clock 02 November 2015 •