Demonstrate knowledge and understanding of risk in a Financial Services environment US

This Unit Standard is intended for learners who work in a financial services environment. It introduces basic concepts and principles of risk management but does not require the learner to give financial advice. It will be useful for, among others, Trustees of Retirement Funds and Medical Schemes, Underwriters, Claims Assessors, learners in tendering and pricing, Long-Term Insurance and Investment Intermediaries and learners in Collective Investment Management Companies.

The qualifying learner is capable of:
Explaining the concept of risk in a financial services environment.
Explaining the relationship between investment instruments and financial markets.
Demonstrating insight into current global economic issues.
Developing a group investor profile.
Applying the principles of risk to make a financial decision.