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Investment Techniques Diploma
Janets

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Summary

Price
£19 inc VAT
Study method
Online
Duration
2 hours · Self-paced
Access to content
1 year
Qualification
No formal qualification
CPD
10 CPD hours / points
Assessment details
  • Multiple Choice Questions (MCQ)/Assignment (included in price)
Additional info
  • Tutor is available to students

Overview

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The UK investment sector is thriving, with assets under management exceeding £10 trillion and growing steadily year on year. As more individuals and businesses seek to grow their wealth strategically, professionals with strong investment knowledge are in high demand. The investment advisory and financial planning field is projected to grow by over 14% in the next five years, driven by a rising need for diversified, risk-aware portfolio strategies.

This course is ideal for aspiring financial advisors, investment analysts, wealth managers, and finance students who want to master core investment techniques. Career paths include Investment Advisor, Portfolio Analyst, Financial Planner, and Asset Management Associate. Salaries typically range from £32,000 to £65,000, with higher earning potential in private wealth or institutional investment roles.

Learners will develop practical expertise in risk analysis, asset allocation, equity and bond strategies, diversification, and performance evaluation. This course prepares you with job-ready investment skills to support clients and businesses in achieving their financial goals. Enrol now to elevate your financial career and make confident investment decisions in an evolving market.

What You Get Out Of Studying With Janets

  • Free PDF certificate upon successful completion of the course
  • Full one-year access to course materials
  • Instant assessment results
  • Full tutor support available from Monday to Friday
  • Study the course at your own pace
  • Accessible, informative modules taught by expert instructors
  • Get 24/7 help or advice from our email and live chat teams with the training
  • Study at your own time through your computer, tablet or mobile device
  • Improve your chance of gaining valuable skills by completing the course

✦✦✦ Enrol in the Investment Techniques course to find out more about the topic and get one step closer to reaching your desired success ✦✦✦

Assessment details

Multiple Choice Questions (MCQ)/Assignment

Included in course price

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

The course is delivered through Janets’ online learning platform. The Investment Techniques has no formal teaching deadlines, meaning you are free to complete the course at your own pace.

Course Modules

✦✦ Investment Techniques ✦✦

  • Module 01: Introduction to Investment
  • Module 02: Types and Techniques of Investment
  • Module 03: Key Concepts in Investment
  • Module 04: Understanding the Finance
  • Module 05: Investing in Bond Market
  • Module 06: Investing in Stock Market
  • Module 07: Risk and Portfolio Management

Method of Assessment

To successfully complete the course, students will have to take an automated multiple-choice exam. This exam will be online and you will need to score 60% or above to pass the course.

After successfully passing the course exam, you will be able to apply for a certificate as proof of your expertise.

Certification

All students who successfully complete the course can instantly download their free e-certificate. You can also purchase a hard copy of the certificate, which will be delivered by post for £9.99.

Who is this course for?

The course is ideal for those who are interested or already working in this sector.

Requirements

No prior qualifications are needed for Learners to enrol on this course.

Career path

This Investment Techniques course will assist you to get your desired job in the relevant field. The course will also progress your career, regardless of your present job status.

Questions and answers

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

Reviews

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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 2025. All rights reserved.