About the course
Welcome to the FIIG Training course Focus on Fixed Income for FPA members.
Financial Planning Association of Australia Accreditation Number: 2000560
Awarded Accreditation Points: 4
This 12-topic course has been designed specifically for the CPD program of the FPA. It has been designed to bring financial planners up to date with the current products and developments in the Australian bond and fixed-interest markets as well as to provide a solid review of the underpinnings of the instruments.
The course is designed to balance the theoretical underpinning and mathematics of the bond markets with the practical considerations of the market as we see it today.
Participants are expected to have a basic appreciation of interest-rate-based products. On completion of the course a participant should be equipped to assess the risk of a variety of financial instruments and differentiate between them.
System needs
To run the course, you need to be using a current mainstream
browser (MS Internet Explorer V4 or later, or Netscape Navigator V6.0
or later) on a PC running any version of Windows from 95 on.
No plug-in additions are needed, but Images and
JavaScript must be enabled in the settings for your
browser. These are enabled in the default settings for current
browsers, but some users disable them for speed or security reasons.
To view the material as intended, ensure your desktop area is set to 800X600. You can do this as follows. On the Windows desktop, click the right mouse button, select Properties from the pop-up context menu, choose the Settings tab, and set the Desktop Area slider control to 800 by 600 pixels.
Using the course
The course has been designed to work with recent and current Web browsers .
The course is displayed in a separate window when you click the BEGIN COURSE button on the right. Once the course window is displayed, you can work through the topics in the sequence presented (recommended) or choose indvidual topics for study or review.
The online delivery method brings many advantages:
- The course is available to ALL members, irrespective of their physical location.
- Members can do the course at their own time and speed. The topic-by-topic approach provides complete flexibility.
- Members can raise questions with the course presenter by e-mail at their convenience.
- Online examination allows members to ensure their understanding of the topics presented.
You may take the exam at any time you like. On completion of the exam you will be asked to fill out a course evaluation form. When we have received this we will email your exam results to you. If you fail to reach the required pass mark of 80%, we will highlight the topics that you need to revise further to successfully take the exam.
You may email the presenter at any time with questions on any of the topics.
List of topics in the course
- Fixed Interest and Money Market Instrument Descriptions
- Features of Bonds and Market Conventions
- Money Market Mathematics and Formulae
- Bond Market Indexes
- Determinants of Interest Rates
- Credit Risk
- Duration and Modified Duration
- Yield Curves
- Mutual Funds
- Floating Rate Notes
- Hybrid Securities
- Concepts of Risk and Return from a Fixed Interest Perspective
If you would like to receive regular bond market updates from FIIG Securities, please subscribe here.
All material copyright © 2001 Lydian Financial Services Pty Ltd
Web delivery system and programming by Peter Bloxsom
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