₹25,700.00
SP5: Investment & Finance Principles – Regular Course.
Faculty:Vandita Sarda
Course Duration: 50+ Hours
SP5 Investment and Finance develops the ability to evaluate investment opportunities, select appropriate investment strategies, and manage portfolio risks for different types of investors such as individuals, institutions, insurers and pension funds. The subject builds on Core Principles and Core Practices and is intended for students who wish to specialise in the investment domain. It is available through both the institutes, the Institute of Actuaries of India (IAI) and the UK-based Institute and Faculty of Actuaries (IFoA).
SP5 covers theoretical knowledge like:
Build strong fundamentals in CP1, CM2, and CB2 before starting SP5.
Understand investment products, strategies, and portfolio construction, not just definitions.
Practise scenario-based, long-form exam questions with clear structure and judgement.
Focus on risk identification, risk management, and performance evaluation for each strategy.
Revise economic, regulatory, governance, and ESG considerations relevant to investments.
| Component | Exam Format | Duration |
|---|---|---|
| SP5 | Computer-based exams using Word | 3 hours 20 minutes |
| Topic | Weightage |
|---|---|
| The economic, regulatory and legislative investment framework | 10% |
| Specialist investment products | 15% |
| Valuing investments | 10% |
| Monitoring and managing investment risks | 10% |
| Investor characteristics and behavioural finance | 10% |
| Appropriate investment strategies | 15% |
| Appropriate investment strategies | 15% |
| Analysing portfolio performance | 15% |
| Institute | Passing Marks |
|---|---|
| IAI (India) | 50% (Fixed) |
| IFoA (UK) | 56%–65% (Varies by term) |
| Vandita Sarda | AIR 1 |
| Niharika Agarwal | 71 |
| Dribjot Singh | 64 |
| Ankit Chhajer | 63 |
| Adarsh Agarwal | 60 |
| Manan Agarwal | 52 |
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.
Shivangee Agarwal is a Qualified Actuary with a Master’s in Data and Business Analytics from IIM Indore. She secured All India Rank 1 in CT7 – Business Economics and holds a B.Com (Hons in Finance) from St. Xavier’s College, Kolkata. Over 8+ years, she has taught 3000+ students in Actuarial and Data Analytics domain, becoming a favourite coach for CS2, CB2, CP2, and CP3 papers. She has expertise in Excel and R Programming. Her inspiring journey led her to conduct workshops and lectures at various colleges like Lady Shri Ram College, St. Xavier’s College, SRCC, Mithibai College, IIM Indore and IBS Hyderabad.
