Skip to content
Investment & Financial Management  - CPD Approved Training cover image

Investment & Financial Management - CPD Approved Training
Cambridge Open Academy

Big Sale Event | CPD Accredited | Updated Module 2025 | FREE PDF Certificates + 1 FREE Course | Lifetime Access

Summary

Price
£25 inc VAT
Study method
Online
Duration
4 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
20 CPD hours / points
Certificates
  • Certificate of Completion (PDF) - Free
  • Certificate of Completion (Hard Copy) - £9.99
Assessment details
  • Mock Exam & Final Exam (included in price)
Additional info
  • Tutor is available to students

Overview

**2 in 1 Investment & Financial Management - CPD Approved Training bundle**

Did you know that the world of finance and investment is a dynamic realm where every decision can make or break fortunes?

The Investment & Financial Management - CPD Approved Training course equips you with the knowledge and skills needed to navigate the complex world of finance. This course covers key principles of investment strategies, financial planning, and portfolio management, ensuring you're prepared to make informed financial decisions.

Our CPD Approved Training in Investment & Financial Management equips you with the essential knowledge you need to navigate this exciting landscape. This course comprises seven modules, each packed with theoretical insights, ensuring you grasp the fundamentals and beyond. Dive into the intricate fabric of the financial world as we explore various aspects, from Investment Basics to Risk Management.

Learning Outcomes:

  • Understand the fundamental principles of investment, enhancing your financial acumen.
  • Explore different types of investments, accompanied by valuable tips for smart choices.
  • Familiarise yourself with vital investment terminology, ensuring you're fluent in finance discussions.
  • Gain a basic understanding of finance, a crucial foundation for all your financial endeavours.
  • Delve into the Bond Market, uncovering opportunities for secure, long-term investments.
  • Discover the Stock Market's intricacies and its potential for higher returns.

This Investment & Financial Management - CPD Approved Training Bundle Consists of the Following Courses:

  • » Course 1: Investment
  • » Course 2: Financial Management

Certificates

Certificate of Completion (PDF)

Digital certificate - Included

Certificate of Completion (Hard Copy)

Hard copy certificate - £9.99

Note: Delivery of hardcopy certificate is free within the United Kingdom. However, to obtain a hardcopy certificate, international students have to pay £19.99 for the shipment to their designated address.

Assessment details

Mock Exam & Final Exam

Included in course price

CPD

20 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

This CPD approved training provides a comprehensive understanding of investment and financial management. You will explore essential topics such as risk assessment, asset allocation, and financial analysis to help you build and manage effective investment portfolios. Whether you're a beginner or looking to refine your financial expertise, this course offers valuable insights into managing personal and professional finances with confidence.

Over seven comprehensive modules, you'll delve into the core of financial decision-making. From grasping the Basics of Investment to venturing into the complexities of Risk Management, this course covers it all. Dive deep into the Bond and Stock Markets, understand the jargon, and gain the confidence to make informed investment choices. Start your journey towards financial expertise today, and be ready to seize opportunities in the dynamic world of investment.

Join us to master the art of investment and financial management. Enrol now and embark on your path to financial success!

Course Curriculum:

  • Module 01: Basics of Investment
  • Module 02: Types of Investment and Tips
  • Module 03: Vital Terms in Investment
  • Module 04: Basic Understanding of Finance
  • Module 05: Investment in Bond Market
  • Module 06: Investment in Stock Market
  • Module 07: Risk Management

Who is this course for?

Investment & Financial Management - CPD Approved Training course is ideal for individuals seeking to enhance their knowledge of investment and financial management. It is designed for aspiring financial professionals, business owners, and anyone interested in improving their financial literacy. If you're aiming to make better investment decisions and gain a solid foundation in financial management, this CPD approved course is perfect for you.

The course will also beneficial for:

  • Aspiring investors looking to make informed decisions.
  • Finance enthusiasts seeking a comprehensive theoretical foundation.
  • Professionals aiming to expand their financial knowledge.
  • Anyone interested in the dynamics of investment and financial markets.

Requirements

Our Investment & Financial Management - CPD Approved Training course does not require any pre-knowledge to pursue the course. And it is compatible with any kind of device. You will get the same experience in learning whether you are using Windows, Mac, a smartphone or tablet. You can access the course materials with any kind of connection, from anywhere, without any limitation!

Career path

  • Investment Analyst – £28,000–£45,000 per year
  • Financial Planner / Advisor – £30,000–£50,000 per year
  • Portfolio Manager – £35,000–£60,000 per year
  • Corporate Finance Officer – £32,000–£55,000 per year
  • Risk Analyst – £28,000–£45,000 per year
  • Finance Consultant – £30,000–£50,000 per year

Questions and answers

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

Reviews

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

FAQs

Interest free credit agreements provided by Zopa Bank Limited trading as DivideBuy are not regulated by the Financial Conduct Authority and do not fall under the jurisdiction of the Financial Ombudsman Service. Zopa Bank Limited trading as DivideBuy is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, and entered on the Financial Services Register (800542). Zopa Bank Limited (10627575) is incorporated in England & Wales and has its registered office at: 1st Floor, Cottons Centre, Tooley Street, London, SE1 2QG. VAT Number 281765280. DivideBuy's trading address is First Floor, Brunswick Court, Brunswick Street, Newcastle-under-Lyme, ST5 1HH. © Zopa Bank Limited 2026. All rights reserved.