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Investment Essentials: Key Concepts for Successful Investing

Advanced Learning Materials | Certificate Accredited by CPD | Lifetime Access | 24/7 Expert Tutor Support


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Summary

Price
£15 inc VAT
Study method
Online
Duration
2 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
10 CPD hours / points
Certificates
  • Digital certificate - £4.99
  • Hard copy certificate - £9.99
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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Overview

Embark on a journey of investment mastery as you explore the key concepts for successful investing. This comprehensive course covers investment fundamentals, types and techniques, finance understanding, and the intricacies of investing in the bond and stock markets. In addition, learn essential risk and portfolio management strategies to maximise your investment potential and make informed decisions in the dynamic world of finance.

Learning Outcomes:

  • Gain a solid understanding of investment fundamentals and key concepts.
  • Explore different types and techniques of investment and their respective advantages and risks.
  • Develop a comprehensive understanding of the finance landscape and its impact on investments.
  • Learn the intricacies of investing in the bond market, including bond valuation and yield analysis.
  • Master the art of investing in the stock market, including stock selection and portfolio diversification.
  • Acquire essential skills in risk assessment and portfolio management for successful investment strategies.

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

Welcome to investment essentials, where key concepts lay the foundation for successful investing. This comprehensive course takes you on a journey through the fundamentals of investment, equipping you with the knowledge and skills to make informed decisions and navigate the dynamic world of finance.

Begin by immersing yourself in the introduction to investment, exploring the purpose of investing, and understanding the role of risk and reward. Next, discover the various types of investment and techniques available, including stocks, bonds, mutual funds, and more. Finally, delve into the essential concepts that drive investment decisions, such as diversification, asset allocation, and time horizon.

Understanding the finance landscape is crucial for successful investing. Explore the intricacies of financial markets, economic indicators, and the factors influencing investment opportunities. Uncover the bond market dynamics, learn to evaluate bond yields, and understand the risks and rewards associated with fixed-income investments.

In the stock market module, delve into the world of equity investments. Learn to analyse stocks, identify investment opportunities, and build a well-diversified stock portfolio. Discover strategies for stock selection, portfolio rebalancing, and long-term wealth creation.

Finally, master risk assessment and portfolio management techniques to safeguard your investments and optimise returns. Understand the importance of asset allocation, risk tolerance, and risk management strategies. Develop the skills to construct and manage a well-balanced investment portfolio that aligns with your financial goals.

Certification

Upon completing the course, you can choose to receive a certificate named Investment. Prices for certificates are as follows:

  • PDF Certificate: £4.99

Email delivery of printable/shareable PDF certificate.

  • UK Students: £9.99

Professionally printed certificate delivered in the UK.

  • International Students: £14.99

Professionally printed certificate delivered internationally.

Who is this course for?

The target audience for the course is:

  • Individuals are interested in learning investment fundamentals and expanding their financial knowledge.
  • Aspiring investors seeking to make informed investment decisions and maximise their returns.
  • Finance professionals are looking to enhance their understanding of investment concepts and strategies.
  • Anyone who wants to build a solid foundation in investment and develop skills for long-term wealth creation.
  • Students pursuing finance-related studies or considering a career in investment or financial planning.

Career path

People tend to pursue these career paths in this sector:

  • Investment Analyst: £30,000 - £70,000 per annum
  • Portfolio Manager: £50,000 - £150,000 per annum
  • Financial Advisor: £30,000 - £70,000 per annum
  • Fund Manager: £50,000 - £200,000 per annum
  • Risk Analyst: £30,000 - £70,000 per annum
  • Wealth Manager: £50,000 - £150,000 per annum

Questions and answers

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

Certificates

Digital certificate

Digital certificate - £4.99

Hard copy certificate

Hard copy certificate - £9.99

Hardcopy Certificate for International Students: £14.99

For students outside of the United Kingdom, this option ensures delivery of a high-quality, professionally printed certificate to your international address for only £14.99.

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FAQs

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.