Financial Investment Opportunities
A report on Senior Personal Financial Consultant Cousin Phuong & Company
Prepared for: Ms Lai Chong Yee (Lecturer) Unit 39: Financial Investment Opportunities Banking Academy, Hanoi BTEC HND in Business (Finance)
Prepared by: Đào Kim Tuyến – Sally – Class F04A Registration No.: ITP F04-193 Submission Date: 10 January 2013
Financial Investment Opportunities Đào Kim Tuyến – Sally – F04-193
TABLE OF CONTENTS
INTRODUCTION ..................................................................................................................... 2 Part I. Investors‟ needs ............................................................................................................... 3 1. Needs of different investors ................................................................................................ 3 2. Portfolios of investments designed for different individuals.............................................. 8 3. Functions of financial advisers (FA) and how to select ................................................... 13 4. Investors‟ rights and the protection available in UK ........................................................ 15 4a. Rights ........................................................................................................................... 15 4b. Protection .................................................................................................................... 15 Part II. Stock exchange ratios and meanings ........................................................................... 17 1. Earnings per share (EPS) .................................................................................................. 17 2. Price/Earnings ratio .......................................................................................................... 18 3. Dividend Yield ................................................................................................................. 19 4. Dividend cover
Prepared for: Ms Lai Chong Yee (Lecturer) Unit 39: Financial Investment Opportunities Banking Academy, Hanoi BTEC HND in Business (Finance)
Prepared by: Đào Kim Tuyến – Sally – Class F04A Registration No.: ITP F04-193 Submission Date: 10 January 2013
Financial Investment Opportunities Đào Kim Tuyến – Sally – F04-193
TABLE OF CONTENTS
INTRODUCTION ..................................................................................................................... 2 Part I. Investors‟ needs ............................................................................................................... 3 1. Needs of different investors ................................................................................................ 3 2. Portfolios of investments designed for different individuals.............................................. 8 3. Functions of financial advisers (FA) and how to select ................................................... 13 4. Investors‟ rights and the protection available in UK ........................................................ 15 4a. Rights ........................................................................................................................... 15 4b. Protection .................................................................................................................... 15 Part II. Stock exchange ratios and meanings ........................................................................... 17 1. Earnings per share (EPS) .................................................................................................. 17 2. Price/Earnings ratio .......................................................................................................... 18 3. Dividend Yield ................................................................................................................. 19 4. Dividend cover
References: http://economicsonline.co.uk/Business_economics/Regulation.html [Accessed: 20 Dec 2012]. Essortment (2011) What Is A General Equity Fund?. [online] Available at: http://www.essortment.com/general-equity-fund-20102.html [Accessed: 20 Dec 2012] [Accessed: 20 Dec 2012]. Investing Answers (2013) Equity Fund. [online] Available at: http://www.investinganswers.com/financial-dictionary/mutual-fundsetfs/equityfund-1015 [Accessed: 10 Jan 2013].