CPD Portfolio Styles, Investment Strategies and Market Theories 21_22



CPD Category: Online program

COB Category: Long-term Insurance | Pension Fund Benefits | Structured Deposits | Investments | Forex Investments

Accreditation valid until: 30 June 2022

CPD Points allocated:  3.5 hours | points on completion and pass of assessment

Approval number: EVT-20210621-0033

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Time allotted for course

The course consists of 4 topics with an assessment that needs to be completed. The time allotted for each aspect is as follows:

Topic number Title Word count Level Time allotted
Topic 1 Introduction 477 Intermediate 10 minutes
Topic 2 Portfolio styles 1 627 Intermediate 40 minutes
Topic 3 Investment strategies 3 157 Intermediate 75 minutes
Topic 4 Market theories 1 063 Intermediate 25 minutes
  Assessment     60 minutes


      Total time 3.5


Assessment and certification

After completion of the workshop, the learner must complete an electronic assessment on the learning management system.

  • Form of assessment: Multiple Choice Questions
  • Number of questions: 20 questions
  • Duration: 60 minutes
  • Competency mark: 60%


Upon obtaining a competency mark of 60%, the learner will receive a certificate of completion. The learner will be afforded an opportunity to re-do the workshop should a competency mark not be attained.