Duration: One year
Language medium: English
Target group:
Private investors and investment professionals
Admission requirements:
National Senior Certificate or an equivalent NQF level 4 qualification
All five modules are compulsory to complete this programme.
This programme is offered online and no study material will be posted, students will be required to download all study material for this programme.
Course leader details:
Godfrey Marozva, CFA, PhD
Department of Finance and Risk Management and Bankingﾠ
Discipline expertise: Risk management and Investmentsﾠ
Office 5-99, A J H van der Walt Building, UNISAﾠ
Tel: 012 429 4977
Fax: 086ﾠ640 9939ﾠ
Cell: 078ﾠ432 5855ﾠ
E-mail: marozg@unisa.ac.za
Programme administrator:
Admin Officer
Unisa Centre for Lifelong Learning
360 Lillian Ngoyi Street, Pretoria Central
Solomon Mahlangu Building 2nd floor
Tel: 012 352 4288
Email address: UCL@unisa.ac.za
Application Link: www.unisa.ac.za/applyslp
Purpose statement:
This purpose of this programme is to introduce individuals within the corporate, financial and non-financial institutions to the field of investment analysis and portfolio management. The programme will consists of the investment background, analysis of equities, fixed income securities and derivative instruments as well as ethics and taxation in the investment field
Modules:
PINV016 - The Investment Background
Content:
The investment setting
Organisation and functioning of securities markets
Developments in investment theory
Time value of money
Valuation principles and practices
PINV028 - Investment Analysis
Content:
Fundamental analysis
Industry analysis
Company analysis valuation
Technical analysis
Analysis of fixed interest securities
The analysis and valuation of debentures
PINV039 - Portfolio Management
Content:
Forward and futures contracts
Option contracts
Swap contracts
Portfolio management
Evaluation of portfolio management
PINV04A - Ethics
Content:
The CFA Institute Code of Ethics and standards of professional conduct
PINV05B - Tax Planning for Investments
Content:
Tax planning and the avoidance of taxes
Income tax: income
Income tax: deductions and allowances
International aspects: exchange control and residence based system of taxation
Special inclusions in gross income and capital gains tax
Taxation issues relating to investments in property
Taxation issues relating to investments in shares, unit trusts, bankers' acceptances, negotiable certificates of deposit et
Tax planning for retirement
Tax planning for farming
Estate duty, donations tax and estate planning
Income tax: administration