Investment Management- Investment Management Courses



£99 inc VAT
Or £33.00/mo. for 3 months... Read more
Study method
Online, self-paced
No formal qualification

18 students purchased this course

Add to basket or enquire


Investment Management Courses

Investment has a close relation to the fields of business management, finance as well as economics. Investing is redirecting the monetary resources as well as assets in an active way so that benefits are gained in future in the form of profits instead of consumption of the money as and when it is generated. Investment management is asset management in a professional way of different kinds of securities (bonds, shares as well as other types of securities) and also of other assets such as real estate so as to be able to meet the goals of investment that have been specified in order to provide benefits to the investors. The investors can consist of the institutions like the educational establishments, charities, corporations, pension funds and insurance companies or the private investors which can be directly through contracts of investment or in a more common way through schemes of collective investment such as exchange-traded funds or mutual funds. In case of private investors as well as investing institutions, investment management is called “fund management”. The services of investment management are also known as “portfolio management and wealth management services”.


Investment Management Industry

The industry of investment management is booming and has the responsibility of handling as well as generating huge amounts of money and for large scale monetary transactions all over the world. The services of investment management comprise stock selection and asset elements, financially analysis, constant investment monitoring and investment plan implementation.

Areas of Investment Management

Investment management consists of the areas of finance as well as business management.

Investment Management in Business Management

Investments can be made either in the form of assets that are tangible or assets that are intangible. “Investment decision making” or “Capital budgeting” are involved in investment management in terms of assets investment management.

Investment Management in Finance

The investments that are financial in nature are made through the purchase of financial securities as well as assets from the market. Generally, purchases are made by the investors of properties that have a high value such as residential and commercial real estate, gold, other items that are precious, etc. The handling of various bonds and stocks, security investments, etc. with the expectation of getting profit yields in future are known as financial investment management.

Elements of Investment Management Courses

  • Return – Financial instruments are bought or sold by the investors so that returns can be earned on them. The investors get the rewards in the form of “return on investment”. The return consists of current income along with the capital gains or capital losses that might be a result of either an increase or a decrease in the price of the security.
  • Risk – The variability of returns that may exist in case of an investment may result in a probability of loss which is known as risk. This can lead to an interest loss or loss in the dividend or even in the principal amount pertaining to the investment. However, returns and risks cannot be separated. Return can be measured as it is a statistical term that is precise but even though risk cannot be considered a “precise statistical term”, it can be quantified. Both risks, as well as returns, are import while considering the process of investment.
  • Time – A significant factor in case of investments in time. Many distinct courses of action are offered by it. The investor’s attitude determines the time factor as he follows the policy of “buy or hold”. With the passage of time, it is expected that there might be a change in conditions causing the investors to evaluate the risks and returns expected from every investment that is made by them.

The period of investment or time is one of the main considerations while choosing an investment avenue. The period of time may be –

  • Short Term (up to one year) – for meeting the objectives, the avenues of investment that involve either minimum or no risk at all are appropriate.
  • Medium Term (1 to 3 years) – avenues of investment which give returns that are better and which carry risks that are slightly more can be taken into consideration.
  • Long Term (3 years and above) – since there is the accuracy of the time horizon, the investors can have a look at those investments which provide the returns that are the best and are taken to be riskier.
  • Liquidity – Another important factor to be taken into consideration when making investments is liquidity. This is with reference to the investment’s ability to be converted into cash whenever the requirement arises. The money may be wanted back by an investor at any given point in time. Thus, liquidity should be provided to the investor by the investment.
  • Tax Saving – The benefits related to tax exemption as a result of investments need to be given to the investors. Certain investments are present that give exemption of tax to the investors. The investments that save tax lead to an increase in the return on investment. Thus, the investors should think in terms of income tax savings and make investments of money in such a way that the returns on investment are maximised.

Investment Management Courses Course Description


This is the section that gives the introduction to what the course is all about and helps in understanding the basics of investment management.


The next section is related to investments and it is further divided into – an understanding of speculation, investments as well as savings and explanation of investments

Understanding of the Risks

This section comprises the following parts –

  • The continuation of the risk profile of the investor
  • The reasons why investments are made by people
  • Compounding of interest
  • Rule of 72
  • Life Cycle along with Inflation

Financial Planning

This section consists of the financial planning along with the financial planner

Types of Investments

The various investment types consist of the following –

  • A tradeoff between risks and returns
  • Conservative moderate
  • Direct Investment and aggressive investor
  • Indirect Investment
  • Stock market investment
  • Return on investment
  • Primary investment in the stock market category

Questions and answers

No questions or answers found containing ''.

fred asked:

how long is the course who awards the certificate


Hello, The duration of the course is 3 Hours 43 Min. Course certificate is accredited by EduCba Thanks Aatish

This was helpful. Thank you for your feedback.

Johnsabino asked:

Does this course allow you to get a job quickly within the investment management sector


Hello Johnsabino, Thanks for showing interest in i our courses. Yes, you will get a job. The target audience for the training on investment management courses will mostly comprise the new students who will be visiting the site for gaining an understanding which is related to the topic of investment management along with the benefits that may come along with possessing this knowledge.

This was helpful. Thank you for your feedback.

Johnsabino asked:

What investment management courses are best to get a job in a investment management role.


Hello Johnsabino, Thanks for showing interest in our courses. Yes, for more information visit our website page, you will get all the information about courses. Thanks Aatish

This was helpful. Thank you for your feedback.


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


What does study method mean?

Study method describes the format in which the course will be delivered. At 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.

What are CPD hours/points?

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, many of which can be completed online.

What is a ‘regulated qualification’?

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.

What is an ‘endorsed’ course?

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 ABC Awards and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.


Mobile Navigation