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Investment Products  Module 1:
The Theory of Investment Products

2 hours eLearning
What you are going to learn

About this course:

Objective:
For trainees to have a greater understanding of the processes used by financial advisers in order to provide competent and tailored advice to their clients. To also understand the key features and uses of some of the more common investment and financial products solicitors may encounter in their professional roles.

Intended participants:
SQE Trainees

Format:
eLearning

Duration:
2 hours 
Topics covered:
  • Investment Planning
  • Income Generating Products
  • Capital Generating Products
  • Individual Savings Accounts – ISAs
  • Other Products
  • Pensions and Retirement Planning

Outcomes:
The success measures of this course are that the trainees will have an understanding of:
  • The basic procedure used by financial advisers to determine a client’s needs and objectives and make appropriate recommendations; and
  • The key features and purposes of some of the most common financial products solicitors are likely to encounter in different areas of legal practice.

Phil Lyons

Trainer and Course Designer 
About
Phil served as a police officer before qualifying as a solicitor. He began practising law in 1989, specialising in civil and criminal litigation for ten years.

On leaving legal practice he consulted to a major City Council with a specific ongoing litigation problem. Phil created a new department, recruited and trained the staff, and implemented a new litigation system. The new system reduced the City Council’s annual outlay on damages and legal costs by £1.2 million in its inaugural year, and a further £1.4 million in its second year.

Since then, Phil has specialised in delivering legal skills training, operating on a freelance basis.