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Investment Management Certificate Level 4

Accredited by The CPD Qualifications Group


Oxford School Of Accountancy & Management

Summary

Price
£474 inc VAT
Or £52.67/mo. for 9 months...
Study method
Online
Duration
40 hours · Self-paced
Qualification
No formal qualification
CPD
40 CPD hours / points
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

Overview

Investment Management is making the new headlines on a daily basis in most
developed countries across the world. There are various qualities which are
essential for an investor to possess such as having a clear vision, financial
awareness, and communication skills. If you have an interest in asset and capital
management then this Certificate course is for you! Boost your knowledge of in with
the needed expertise in investment management.
This Investment Management Certificate course will deepen participant’s
understanding of investment management with the latest investment management
research and cutting-edge academic insights and theory.

Certificate

We send certificates to students within 24 hours of course completion. Students will be awarded the Investment Management Certificate.
PDF Certificate will cost £15 and hard copy will cost £20. we can post to all over the world.

Accreditation

The course is accredited by The CPD Qualifications Group.

CPD

40 CPD hours / points
Accredited by The CPD Qualifications Group

Description

In this Investment Management Course, participants will understand how
investment strategies are designed to reach financial goals in a global context.
They will learn the theories of investment management that underlies strong
investment decisions, as well as practical, real-world skills that you can apply
when discussing investment proposals with your advisor, managing your personal
assets or your client’s investment portfolio. This investment management will also
teach learners how to adequately build and manage a portfolio with a long-term
view while gaining an appreciation for novel research advances in finance and
related areas as well as future trends that are shaping the investment management industry.

Course Benefits
At the end of this Certificate course, you will be awarded with a Certificate in
Investment Management, and will also be able to:
 Maintain current knowledge about financial products available to corporate
and individual clients, including bonds, stocks, investments, and trusts
 Work closely with investment analysts to assess financial information and
investment opportunities
 Present investment opportunities and related analysis while pitching
proposed course of action in meetings with clients
 Use complex financial models to project future earning and profit potential
and uses this data to inform decisions and proposals

Make decisions about financial and investment opportunities on behalf of
clients
 Meet with an investment team, including analysts and other managers, to
stay up-to- date about market situations and company decisions that may
impact one another

Who is this course for?

This course is open to College-going, Graduate, and Professionals interested
in already working in, or seeking positions in, investment research, risk
management, security selection, and portfolio management
 This course is open to individuals interested in providing sound strategic
decisions and meeting the investment objectives of an organization

Requirements

There is no experience or previous qualifications required for enrollment on
this course. It is available to students with little or no background in capital
or asset management will be an advantage for this course.
 Learners should be ages 16 or over to undertake the qualification.
 Good understanding of English language, numeracy and ICT are required to
attend this course.

Career path

This training leads you to become a Portfolio manager, Financial Advisor,
Research analyst, Risk Manager, and so on. Also, skills in asset and capital
management are of great value for progression in higher studies.

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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 2024. All rights reserved.