Skip to content

Finance & Investment Banking

Spring into Savings | 11-in-1 Bundle| 110 CPD Points| Gifts: Hardcopy + PDF Certificate + SID - Worth £180

Apex Learning


Save 13%
£51 inc VAT (was £59)
Or £17.00/mo. for 3 months...
Offer ends 31 May 2024
Study method
Course format What's this?
32 hours · Self-paced
Access to content
Lifetime access
No formal qualification
110 CPD hours / points
  • Certificate of completion - Free
  • Certificate of completion - Free
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

15 students purchased this course

Add to basket or enquire


Get Hard Copy + PDF Certificates + Transcript + Student ID Card worth £160 as a Gift - Enrol Now

Earn Nicely, spend wisely, and you will live happily.

Finance and investment bankers are the individuals who make 2+2=5 and get to keep the remaining 1 that’s not really there.

Our Finance & Investment Banking bundle will assist you in landing your dream job in Investment Banking. IPOs, Bonds, M&A, Trading, LBOs, Valuation: Everything is included in this 11-in-1 exclusive bundle.

The demand for Finance and investment bankers is at an all-time high in the UK. Also, entry-level jobs in the banking and investment sector are among the best paid in the UK – you could be earning up to £50,000on starting. There may also be bonuses!

So, enrol in our Finance & Investment Banking bundle to kickstart your career in this ever-growing sector and secure a better life!

What Will You Learn from this Finance and Investment Banking Bundle:

  • Acquire the ability to perform financial calculations and financial planning & management
  • Get a detailed overview of investment and its key concepts, types & techniques
  • Become fully aware of investment banking and its structure & valuation methods
  • Learn capital budgeting, investment decision rules and budgeting & forecasting
  • Gain knowledge of tax system & administration in the UK, tax return and the fundamentals of income tax
  • Discover Forex trading, trading psychology and fundamental & technical analysis
  • Gain an acute understanding of stock marketing, investing & trading, and investing in stocks to maximise returns
  • Explore how to present financial information, principles of effective reports and data visualisation
  • Fully understand fraud management, money laundering, AML, CDD and RBA
  • Get comprehensive knowledge of various effective communication skills

Along with this Finance & Investment Banking course, you will get 10 other premium courses. Also, you will get an original Hardcopy and PDF certificate for the title course and a student ID card absolutely free.

What other courses are included with this Finance & Investment Banking?

  • Course 1: Investment
  • Course 2: Stock Market Investing for Beginners
  • Course 3: Investment Banking
  • Course 4: Capital Budgeting & Investment Decision Rules
  • Course 5: Budgeting and Forecasting
  • Course 6: Level 3 Tax Accounting
  • Course 7: Forex Trading Level 3
  • Course8:Team Management
  • Course 9: Fraud Management & Anti Money Laundering Awareness Complete Diploma
  • Course 10: Effective Communication Skills Diploma

Enrol now in Finance & Investment Banking to advance your career, and use the premium study materials from Apex Learning.

Benefits you’ll get from choosing Apex Learning for this Finance & Investment Banking:

  • Pay once and get lifetime access to 11 CPD courses in this Finance & Investment Banking Course
  • Free e-Learning App for engaging reading materials & helpful assistance
  • Certificates, student ID for the Finance & Investment Banking course included in a one-time fee
  • Free up your time — don’t waste time and money travelling for classes
  • Accessible, informative modules of Finance & Investment Banking designed by expert instructors
  • Learn at your ease — anytime, from anywhere
  • Study the Finance & Investment Banking from your computer, tablet or mobile device
  • CPD accredited course — improve the chance of gaining professional skills


110 CPD hours / points
Accredited by CPD Quality Standards

Course media


Curriculum of Finance & Investment Banking Bundle

Course 1: Level 2 Financial Planning and Management Course

  • Personal Finance Calculations
  • Saving for Retirement
  • Building Credit to Buy a Home
  • Personal Finance Guides for Beginners
  • Cashflow Management
  • Budgets and Money Management

Course 2: Investment

  • Introduction to Investment
  • Types and Techniques of Investment
  • Key Concepts in Investment
  • Understanding the Finance
  • Investing in Bond Market
  • Investing in Stock Market
  • Risk and Portfolio Management

Course 3: Stock Market Investing for Beginners

  • Module 01: Introduction to the Course
  • Module 02: Introduction to Stocks
  • Module 03: Money Required for Primary Investment
  • Module 04: Opening an Investment Account
  • Module 05: Brokerage Account Walkthrough
  • Module 06: Finding Winning Stocks
  • Module 07: Earning from Dividends
  • Module 08: Diversifying Portfolio
  • Module 09: Investment Plan
  • Module 10: Rebalancing Portfolio
  • Module 11: Understanding Order Types
  • Module 12: Investment Tax
  • Module 13: Investment Rules: Rule-1
  • Module 14: Investment Rules: Rule-2
  • Module 15: Investment Rules: Rule-3
  • Module 16: Investment Rules: Rule-4
  • Module 17: Investment Rules: Rule-5
  • Module 18: Stock Market Dictionary
  • Module 19: Setting Up the Trading Platform

Course 4: Investment Banking

  • Introduction to Investment Banking
  • Structure and Side of Investment Banking
  • Valuation Methods in Investment Banking
  • Leveraged Buyout (LBO)
  • Initial Public Offering (IPO)
  • Merger and Acquisition
  • Ethics in Investment Banking

Course 5: Capital Budgeting & Investment Decision Rules

  • Introduction
  • NPV Method
  • Payback Period Method
  • Internal Rate of Return (IRR)
  • Evaluating Projects in Different Lives
  • Conclusion

Course 6: Budgeting and Forecasting

  • Introduction
  • Detail Budget Requirement
  • Process of Making Budget

Course 7: Level 3 Tax Accounting

  • Tax System and Administration in the UK
  • Tax on Individuals
  • National Insurance
  • How to Submit a Self-Assessment Tax Return
  • Fundamentals of Income Tax
  • Payee, Payroll and Wages
  • Value Added Tax
  • Corporation Tax
  • Double Entry Accounting
  • Management Accounting and Financial Analysis
  • Career as a Tax Accountant in the UK

Course 8: Forex Trading Level 3

  • Introduction to Forex Trading
  • Major Currencies and Market Structure
  • Kinds of Foreign Exchange Market
  • Money Management
  • Fundamental Analysis
  • Technical Analysis
  • Pitfalls and Risks
  • Managing Risk
  • Trading Psychology

Course 10: Fraud Management & Anti Money Laundering Awareness Complete Diploma

  • Introduction to Money Laundering
  • Proceeds of Crime Act 2002
  • Development of Anti-Money Laundering Regulation
  • Responsibility of the Money Laundering Reporting Office
  • Risk-based Approach
  • Customer Due Diligence
  • Record Keeping
  • Suspicious Conduct and Transactions
  • Awareness and Training

Course 11: Effective Communication Skills Diploma

  • Business Communication
  • Verbal and Non-verbal Communication
  • Written Communication
  • Electronic Communication
  • Communicating with Graphic
  • Effectively Working for Your Boss

How will I get my Certificate?

After successfully completing the course you will be able to order your CPD Accredited Certificates (PDF + Hard Copy) as proof of your achievement.

  • PDF Certificate: Free (Previously it was £6*11 = £66)
  • Hard Copy Certificate: Free (For The Title Course: Previously it was £10)

Who is this course for?

The bundle incorporates basic to advanced level skills to shed some light on your way and boost your career. Hence, you can strengthen your Training Expertise and essential knowledge, which will assist you in reaching your goal.


  • PDF Certificate: Free (Previously it was £6*11 = £66)
  • Hard Copy Certificate: Free (For The Title Course: Previously it was £10)


Anyone from any background can enrol in this training Bundle.

Career path

Upon successful completion of this Finance and Investment Banking bundle and equipped with the necessary skillsets, you might explore opportunities such as:

  • Investment Banker
  • Business Analyst
  • Financial Associate
  • Executive Director
  • Managing Director
  • Join Analyst
  • Financial Advisor

And much more!

Questions and answers

Currently there are no Q&As for this course. Be the first to ask a question.


Certificate of completion

Digital certificate - Included

Certificate of completion

Hard copy certificate - Included

You will get the Hard Copy certificate for the title course (Level 2 Financial Planning and Management Course) absolutely Free! Other Hard Copy certificates are available for £10 each.

Please Note: The delivery charge inside the UK is £3.99, and the international students must pay a £9.99 shipping cost.


Currently there are no reviews for this course. Be the first to leave a review.


Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.