Investment and Finance Diploma

Diploma in Investment and Finance - Level 3

Finance and investment go hand in hand. It is vital to be well versed with finance to make effective investment decisions, which is why South London College has brought this diploma in Investment and Finance – Level 3 to help whoever is involved with finance and investment. All the aspects of finance and investment will be amply covered through this comprehensive course, opening various employment or progression opportunities for you within the industries

This course starts off with an introduction into finance and investment to enlighten you on the role, duties and responsibilities of a finance or investment professional. This course will then delve into topics such as investment assumption, investment evaluation methods, investment motives and investment critical values, after which you will be taught on how to choose between different investment methods to gain maximum profits or income.

This course will then focus on the finance aspect of this course by walking you through concepts such as financial planning, financing considerations, financial models, loan evaluation and many more. You will also get to learn about cash flow statements, loan amortization, fiscal policy issues and taxation, all the while understanding the best practices to create efficient financial models. By the end of this course, you will have a strong grip on finance and investment to make substantial progress in your career.

The course has been endorsed under the Quality Licence Scheme. 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 2 against level descriptors published by Ofqual, to indicate the depth of study and level of demand/complexity involved in successful completion by the learner.

Eligible for TOTUM card - TOTUM is the #1 student discount card and app giving you access to exclusive student deals on food and fashion, tech and travel and everything in between.

*Regulated qualification refers to those qualifications that are regulated by Ofqual / CCEA / Qualification Wales

What Will I Learn?

• Gain a clear understanding of your job role in finance and investment with clear objectives in mind.
• Understand how to use best practices to create financial models.
• Analyse and understand cash flow statements.
• Gain an in-depth understanding of what investment banking is
• Learn how to identify fiscal policy issues.
• Learn about investment and taxation.

COURSE CURRICULUM

Module 01: Investment

• Investment
• Introduction to Investment
• Conclusion

Module 02 : Investment Assumption

• Investment Assumption
• Introduction
• Time of Investment and Start of Business
• Cash Earnings
• Cash Investments
• Taxes
• Interest Amounts
• Relevant Amounts
• None Committed Amounts
• Opportunity Amounts
• Marginal Amounts
• Discount Rate
• Investment Horizon

Module 03 : Investment Evaluation Methods

• Investment Evaluation Methods
• The Net Present Value Method
• Internal Rate of Return Method
• The Annuity Method
• The Pay- Back Method

Module 04 : Investment Motives

• Investment Motives
• Investment in Additional Capacity
• Investment in a New Project
• Rationalization Investments

Module 05 : Critical Values in Investment

• Critical Values in Investment

Module 06 : Choosing Between Investment Evaluation Methods

• Choosing Between Investment Evaluation Methods

Module 07: Investments and Taxation

• Investments and Taxation
• Introduction
• General Assumptions on Taxes

Module 08 : Investment and Inflation

• Investment and Inflation
• Introduction
• Investment Including Inflation- One Inflation Rate
• Investment Including Inflation- Multiple Inflation Rates

Module 09 : Investment and Working Capital

• Investment and Working Capital
• Introduction
• Including Working Capital in Investment Evaluations

Module 10: Replacement of Investments

• Introduction
• The no- Replacement Situation
• The Identical Replacement Situation
• Replacement of Old Technology With New Technology

Module 11 : What to Include In Real Life

• What to Include in Real Life?

Module 12 : Financing

• Financing
• Introduction
• Equity Financing
• Debt Financing

Module 13 : Financing Considerations

• Financing Considerations
• Introduction
• Business Environment
• Stable Business Environment
• Dynamic Business Environment
• Load Terms
• Loan Period
• Nominal Value
• Interest and Commission Costs (Cost and Risk)
• Calculation of Proceeds
• Loan Repayment (Liquidity)
• Extension of Repayment (Flexibility)
• Early Repayment (Flexibility)
• Currency ( Risk and Cost)
• Loan Termination and Loan Governance

Module 14 : Amortization of Loans

• Amortization of Loans
• Introduction
• Standing Loan (Bullet Loan)
• General Characteristics
• Amortization of a Standing 14. Loan (Bullet Loan)
• Serial Loan
• General Characteristics
• Amortization of a Serial Loan
• Annuity Loan
• General Characteristics
• Amortization of an Annuity Loan

Module 15: Evaluation of Loan

• Evaluation of Loan
• Introduction
• Evaluation of a Standing Loan (Bullet Loan)
• Evaluation of a Serial Loan
• Evaluation of an Annity Loan
• Evaluation Loans- Overview

Module 16 : Evaluation of Other Credit

• Evaluation of Other Credit
• Introduction
• Overdraft Accounts (Non- Scheduled Amortization)
• Trade Creditors

Module 17 : Financial Planning

• Financial Planning
• Introduction
• Finding the Right Financing Package
• Evaluation of Cost of The Financial Package
• Evaluation of Financing Package 1
• Evaluation of Financing Package 2
• Evaluation of Financing Package 3
• Conclusion of Evaluation of Financing Package

Other Considerations

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, 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.

Certification

At the end of this course successful learners will receive a Certificate of Achievement from Quality Licence Scheme and a Learner Unit Summary (which lists the components the learner has completed as part of the course).

Course Code: QLS-04461

Awarding Body (Accreditation)

The Quality Licence Scheme has long-established reputations for providing high quality vocational qualifications across a wide range of industries. The Quality Licence Scheme combines over 180 years of expertise combined with a responsive, flexible and innovative approach to the needs of our customers.

Renowned for excellent customer service, and quality standards, The Quality Licence Scheme also offer regulated qualifications for all ages and abilities post-14; all are developed with the support of relevant stakeholders to ensure that they meet the needs and standards of employers across the UK.

• 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 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

Certificate of completion

Digital certificate - Included