e-Learning module

Collectives and ISAs


Description
In this module, we aim to break down the jargon barrier. We will explain what we mean by a fund, share price, unit price, volatility, and the importance between realised and unrealised gains. To help put your new knowledge into practice, we'll be taking a look at collective investments from various providers (they can look significantly different!).

Moving on from collectives, we'll also be turning you into an ISA expert. Although ISAs seem relatively easy in comparison (they are tax-free after all) but are you comfortable with all the different types of ISAs out there? What's so special about a flexible ISA? Do you know what happens to ISAs on death? If not, you soon will!

Units
- Collectives
- ISAs

Objectives
- Learn the benefit and structure of different fund types.
- Interpret plan information given from various providers.
- Understand the impact of capital gains tax and the difference between realised and unrealised gains.
- Explain volatility and the benefits of diversification.
- Learn the different types of ISA plans and explain additional permitted subscription.

Price includes VAT.
Content
  • Collective and ISAs product training
  • Check your answers!
Completion rules
  • You must complete the units "Collective and ISAs product training"