Qualifi Level 7 FOWIM705 Investments (D/650/7678) Assignment Brief 2026
FOWIM705 Assignment Brief
| Qualification | Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management (610/2921/X) |
| Unit Reference Number | D/650/7678 |
| Unit Code | FOWIM705 |
| Unit Title | Investments |
| RQF Level : | 7 |
| Number of Credits | 20 |
| Total Qualification Time (TQT) | 200 hours |
| Guided Learning Hours (GLH) | 100 hours |
Unit Aim
The aim of this unit is to provide learners with a comprehensive understanding of the investment strategies and techniques used by family offices to manage and grow wealth across generations. It also helps learners develop the skills and knowledge necessary to create and suggest investment plans, analyse investment opportunities, and monitor performance.
Learners will also learn about the unique challenges and opportunities involved in investing for family offices, including the importance of balancing risk.
Learning Outcomes and Assessment Criteria
| Learning Outcomes
When awarded credit for this unit, a learner will: |
Assessment Criteria
Assessment of this learning outcome will require a learner to demonstrate that they can: |
| 1. Understand the principles of portfolio theory and its applications in investment decisionmaking. | 1.1 Assess the principles of portfolio theory and its applications in investment decisionmaking.
1.2 Evaluate assumptions and limitations of the capital asset pricing model and its use in determining asset prices and expected returns. 1.3 Critically evaluate the performance of investment managers and their adherence to investment mandates. 1.4 Discuss the role of market efficiency and its implications for investment strategies. |
| 2Be able to make informed investment decisions in fixed-income and creditsensitive instruments. | 2.1 Analyse the characteristics and risks associated with default-free and defaultable bonds.
2.2 Conduct yield curve analysis and describe the factors that impact it. 2.3 Analyse and apply fixed-income derivatives such as swaps, caps, floors, and swaptions. 2.4 Analyse credit derivatives and their role in investment strategies. 2.5 Make informed investment decisions in fixed-income and credit-sensitive instruments. |
| 3. Understand behavioural finance and its relationship to other theories of behaviour to explain financial markets. | 3.1 Explain the various types of behavioural biases, and how they can impact investor behaviour.
3.2 Analyse the role of emotions in financial decision making and how cultural and social factors can influence investor behaviour and market trends. 3.3 Apply behavioural finance concepts to real-world investment scenarios, including portfolio construction, risk management, and asset pricing. 3.4 Critically assess the strengths and limitations of behavioural finance as a framework for understanding financial markets and investor behaviour. |
| 4. Understand the concept of market efficiency and the differences between the three forms of market efficiency. | 4.1 Assess the principles of security analysis and their applications in the evaluation of investment opportunities.
4.2 Analyse the performance of mutual funds and hedge funds and assess the effectiveness of active portfolio management. 4.3 Evaluate the effectiveness of various risk management strategies in different market conditions. 4.4 Develop an investment strategy that is consistent with investment goals and risk tolerance, and that takes into account market efficiency and risk management considerations. |
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