SP5: Mock Series
Faculty: Vandita Sarda (CA, Qualified Actuary)
1 set of mock
Detailed Evaluation
SP5 Mock Series
₹3,000.00
This course will guide you in understanding and applying the crucial principles of investment evaluation. You will learn how to select investments wisely and manage risks effectively within a portfolio, tailored to meet the specific needs of different investors.
| PAPER PATTERN | |
|---|---|
| Investment & Finance Principles (SP5) | Computer-based exams using Word |
| 3 hours 20 minutes each | |
Topics and Weightage:
1. The economic, regulatory and legislative framework for investment management [10%]
2. Specialist investment products [15%]
3. Valuing investments [10%]
4. Monitoring and managing investment risks [10%]
5. Investor characteristics, including behavioural finance and taxation [10%]
6. Appropriate investment strategies [15%]
7. Portfolio management and risk control [15%]
8. Analysing portfolio performance [15%]
IAI: 50%
*Fixed rate
IFoA: 56% -65%
*It’s not fixed, cut off rates are announced in each term
WHAT YOU WILL GET
Course Deliverables
AEI Hall Of Fame
| Vandita Sarda | AIR 1 |
| Twinkle Bajaj | AIR 1 |
| Niharika Agarwal | 71 |
| Vanshika Gupta | 68 |
| Yash Gaba | 65 |
| Dribjot Singh | 64 |
| ANKIT CHHAJER | 63 |
| Simran Chaudhary | 62 |
| NIVITA SHETTY | 60 |
| Devesh Maheshwari | 60 |
| Shikha Jain | 57 |
FACULTY
Meet The Instructor
Vandita Sarda is a qualified Chartered Accountant and Actuary, with All India Rank 1 in 4 papers. A graduate from St. Xaviers’ College, Kolkata, she has 3 years of experience in mentoring students across actuarial papers. Her problem solving and interpersonal skills ensure that students get an in depth yet simple understanding of the concepts.