Personal Finance - Investment and Finance

This course is endorsed under the Quality Licence Scheme.

Gain a thorough understanding of investment and finance, whether it is for your job role, potential employment or if you want to obtain a higher academic knowledge, the Diploma in Investment and Finance at QLS Level 3 course is perfect for you. Finance is integral to any organisation and individuals that are qualified in accounting and finance are in high-demand nowadays. Additionally, the element of investment will teach learners how to trade confidently by focusing on the fundamental aspects of investment. As a highly competitive field, it is imperative that learners acquire academic knowledge and learn the latest trends and techniques to keep abreast of the field, and their careers.

The course offers learners an in-depth view of investment and taxation, inflation, financing considerations, evaluation of loans and financial planning. The course teaches the skills and strategies on how to knowledgeably invest money on behalf of yourself, your clients and the company. Learn how to analyse the market factors when making this determination. How confident are you in your investment? The course will cover this element with thoroughness.

The Diploma in Investment and Finance at QLS Level 3 will enable individuals to become effective in their job role in finance and investment. The course is also highly effective for students who want to have a career in finance and investment, and to those who are already employed but want to climb the career ladder.

The Quality Licence Scheme, endorses high-quality, non-regulated provision and training programmes. This means that Global Edulink has undergone an external quality check to ensure that the organisation and the courses it offers, meet defined quality criteria. The completion of this course alone does not lead to a regulated qualification but may be used as evidence of knowledge and skills gained. The Learner Unit Summary may be used as evidence towards Recognition of Prior Learning if you wish to progress your studies in this subject. To this end the learning outcomes of the course have been benchmarked at Level 3 against level descriptors published by Quality Licence Scheme, to indicate the depth of study and level of demand/complexity involved in successful completion by the learner.

This course has been endorsed by the Quality Licence Scheme for its high-quality, non-regulated provision and training programmes. This course is not regulated by Ofqual and is not an accredited qualification. We will be able to advise you on any further recognition, for example progression routes into further and/or higher education. For further information please visit the Learner FAQs on the Quality Licence Scheme website.

Global Edulink offers the most convenient path to gain skills and training that will give you the opportunity to put into practice your knowledge and expertise in an IT or corporate environment. You can study at your own pace at Global Edulink and you will be provided with all the necessary material, tutorials, qualified course instructor, narrated e-learning modules and free resources which include Free CV writing pack, free career support and course demo to make your learning experience more enriching and rewarding.

COURSE CURRICULUM

Module 01 : Investment

Module 02 : Investment Assumption

Module 03 : Investment Evaluation Methods

Module 04 : Investment Motives

Module 05 : Critical Values in Investment

Module 06 : Choosing Between Investment Evaluation Methods

Module 07 : Investments and Taxation

Module 08 : Investment and Inflation

Module 09 : Investment and Working Capital

Module 10 : Replacement of Investments

Module 11 : What to Include in Real Life

Module 12 : Financing

Module 13 : Financing Considerations

Module 14 : Amortization of Loans

Module 15 : Evaluation of Loan

Module 16 : Evaluation of Other Credit

Module 17 : Financial Planning

Module 18 : Exercises

Access Duration

The course will be directly delivered to you, and you have 12 months access to the online learning platform from the date you joined the course. The course is self-paced and you can complete it in stages, revisiting the lectures at any time.

Method of Assessment

In order to complete the Diploma in Investment and Finance – Level 3 successfully and gain your professional qualification, all students are required to complete a series of assignments. The completed assignments must be submitted via the online portal. Your instructor will review and evaluate your work and provide your feedback based on how well you have completed your assignments.

Please Note: Additionally, £179 (Inc. VAT) is charged for assessment and certificate and you need to pay that when you are submitting your assessments only (It is not required to pay initially when you are registering). This payment can be paid into 06 installments when you are submitting your assessments.

Certification

Those who successfully complete the course will be issued the Diploma in Investment and Finance at QLS Level 3 by the Quality Licence Scheme.

Course Code: QLS-04461

Endorsed by

The Quality Licence Scheme is part of the Skills and Education Group, a charitable organisation that unites education and skills-orientated organisations that share similar values and objectives. With more than 100 years of collective experience, the Skills and Education Group’s strategic partnerships create opportunities to inform, influence and represent the wider education and skills sector.

The Skills and Education Group also includes two nationally recognised awarding organisations; Skills and Education Group Awards and Skills and Education Group Access. Through our awarding organisations we have developed a reputation for providing high-quality qualifications and assessments for the education and skills sector. We are committed to helping employers, organisations and learners cultivate the relevant skills for learning, skills for employment, and skills for life.

Our knowledge and experience of working within the awarding sector enables us to work with training providers, through the Quality Licence Scheme, to help them develop high-quality courses and/or training programmes for the non-regulated market.

Other Benefits

• Written and designed by the industry’s finest expert instructors with over 15 years of experience
• Repeat and rewind all your lectures and enjoy a personalised learning experience
• Unlimited 12 months access from anywhere, anytime
• Excellent Tutor Support Service (Monday to Friday)
• Save time and money on travel
• Learn at your convenience and leisure
• Eligible for TOTUM discount card

• Accounts Executives
• Accountant, Accounts Manager
• Students of Accounting
• Tax Accounting learners, Investment Bankers, Finance Managers
• Anyone who is looking to gain a knowledge and skills in Investment and Finance.

• Learners should be age 19 or over, and must have a basic understanding of Maths, English, and ICT.
• A recognised qualification at level 2 or above in any discipline.

• Accountant – £28,565 per annum
• Accounting Manager - £31,357 per annum
• Tax Accountant – £29,001 per annum
• Accounts Executive – £22,243 per annum
• Staff Accountant – £24,115 per annum
• Investment Banker – £54,640 per annum
• Accounting Assistant – £20,352 per annum
• Accounts Assistant – £18,883 per annum
• Finance Assistant – £19,343 per annum