Unit 34: Investment
Opportunities &
Financial Planning
ASSIGNMENT 1 OF 3
, Unit 34 - Investment Opportunities & Financial Planning - Assignment 1
Contents
P1: Explain the main features, risks and benefits of the four main asset classes of investment...........2
Introduction.......................................................................................................................................2
Bonds risks and benefits....................................................................................................................2
Cash benefits and risks......................................................................................................................3
Properties risks and benefits.............................................................................................................4
Equities risks and benefits.................................................................................................................4
P2: Explain how the value of investments has changed over time........................................................5
Introduction:......................................................................................................................................5
Cash...................................................................................................................................................5
Property.............................................................................................................................................5
Bonds.................................................................................................................................................6
Equity.................................................................................................................................................7
M1: Assess the features, risks and benefits of the four main asset classes of investment,
demonstrating how the value of investments will change over time....................................................8
Introduction:......................................................................................................................................8
D1: Evaluate the features, risks and benefits of the four main asset classes of investment,
demonstrating how the value of investments will change over time, using relevant calculations to
demonstrate investment losses and gains...........................................................................................10
Conclusion:..........................................................................................................................................12
References:..........................................................................................................................................12
Opportunities &
Financial Planning
ASSIGNMENT 1 OF 3
, Unit 34 - Investment Opportunities & Financial Planning - Assignment 1
Contents
P1: Explain the main features, risks and benefits of the four main asset classes of investment...........2
Introduction.......................................................................................................................................2
Bonds risks and benefits....................................................................................................................2
Cash benefits and risks......................................................................................................................3
Properties risks and benefits.............................................................................................................4
Equities risks and benefits.................................................................................................................4
P2: Explain how the value of investments has changed over time........................................................5
Introduction:......................................................................................................................................5
Cash...................................................................................................................................................5
Property.............................................................................................................................................5
Bonds.................................................................................................................................................6
Equity.................................................................................................................................................7
M1: Assess the features, risks and benefits of the four main asset classes of investment,
demonstrating how the value of investments will change over time....................................................8
Introduction:......................................................................................................................................8
D1: Evaluate the features, risks and benefits of the four main asset classes of investment,
demonstrating how the value of investments will change over time, using relevant calculations to
demonstrate investment losses and gains...........................................................................................10
Conclusion:..........................................................................................................................................12
References:..........................................................................................................................................12
