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NQF credits: 36 at HEQSF level 9

Course convener: D Strugnell

Course entry requirements:

Suitable undergraduate degree together with subjects A101 – 103, A201-205 and A301 of the Actuarial Society or equivalent. Students narrowly failing to meet this requirement (e.g. missing one A2 subject) may be considered on merit, although students meeting the requirements will be given priority.

Course outline:

The aim is to prepare students for a career specialising in finance and investment, and specifically to develop students to the specialist technical level of finance and investment knowledge (equivalent to the F100 level in the South African profession). The course covers taxation, industry classification and investment indices, fundamental share analysis and specialist asset classes including derivatives.

It also covers the wider issues of the theory of finance and the practical issues of regulation of financial services, applications of the legislative and regulatory framework, environmental influences and overall risk control. Actuarial techniques will be studied for portfolio management and performance measurement.

DP requirements: 45% average over all class tests and tutorials.


  • Examination 3 hours 50%
  • Class tests 50%


Supplementary examinations will not be awarded for this course. Presentation of this course will be subject to sufficient demand and to the availability of suitable resources.

Last updated : 13 Apr 2015

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