Investment bonds, also known as insurance bonds or growth bonds, came into existence in the early 1980s and became a very popular investment vehicle because of their tax effectiveness and the way that they enabled investors to save for significant life events.
With the advent of superannuation and other sophisticated investment options, they fell out of favour. Explore why investment bonds are currently enjoying a renaissance, partly attributable to regulatory changes and shifts in investor needs.
In this course you will learn to:
- Define what an investment bond is
- Outline who the primary investment bond providers are
- Identify what investor types investment bonds are most suitable for
- Discuss the features, benefits and risks of the main types of investment bonds
- Explain investment, estate planning and social security considerations relevant to advising clients on investment bonds
- Describe disclosure requirements, including fees and charges, applicable to marketing or purchasing investment bonds.
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Each CPD course has specific learning outcomes, reflections and extra resources and activities, and is assessed via a short online multiple choice quiz. You have 8 weeks to complete the course.