reed.co.uk Courses

Header

Personal Finance - Investment and Finance

Level 3 Diploma in Investment and Finance| Accredited by ABC Awards | Certified Unit Summery| Free COVID 19 Course


Global Edulink

Summary

Price
Save 93%
£29 inc VAT (was £429)
Offer ends 12 June 2020
Study method
Online, self-paced
Duration
26 Hours
Qualification
No formal qualification
Achievement
Endorsed by ABC Awards

20 students purchased this course

Add to basket or enquire

Overview

A message to our learning community

With the current outbreak of Corona virus hitting countless countries and economies around the world, we stand together with all those who have been impacted by COVID-19. We also want to remember and appreciate the healthcare professionals and other individuals in essential services who are braving this pandemic from the forefront with their selfless acts of service.

Learners will get “Certificate in COVID-19 (Coronavirus) Awareness” Course for Free on purchasing this course

-------------------------------------------------------------------------------------------------------------------------------

Diploma in Investment and Finance - Level 3

Stand the chance to get a free Level 3 or above course when you enroll with us!!!

Gain a thorough understanding of investment and finance, whether it is for your job role, potential employment or if you want to obtain a higher academic qualification, the Diploma in Investment and Finance – Level 3 course is perfect for you. Finance is integral to any organisation and individuals that are qualified in accounting and finance are in high-demand nowadays. Additionally, the element of investment will teach learners how to trade confidently by focusing on the fundamental aspects of investment. As a highly competitive field, it is imperative that learners acquire academic qualifications and learn the latest trends and techniques to keep abreast of the field, and their careers.

The course offers learners an in-depth view of investment and taxation, inflation, financing considerations, evaluation of loans and financial planning. The course teaches the skills and strategies on how to knowledgably invest money on behalf of yourself, your clients and the company. Learn how to analyse the market factors when making this determination. How confident are you in your investment? The course will cover this element with thoroughness.

The Diploma in Investment and Finance – Level 3 will enable individuals to become effective in their job role in finance and investment. The course is also highly effective for students who want to have a career in finance and investment, and to those who are already employed but want to climb the career ladder.

The course has been endorsed under the ABC Awards and Certa Awards Quality Licence Scheme. This means that Global Edulink has undergone an external quality check to ensure that the organisation and the courses it offers, meet defined quality criteria. The completion of this course alone does not lead to a regulated qualification* but may be used as evidence of knowledge and skills gained. The Learner Unit Summary may be used as evidence towards Recognition of Prior Learning if you wish to progress your studies in this subject. To this end the learning outcomes of the course have been benchmarked at Level 3 against level descriptors published by Ofqual, to indicate the depth of study and level of demand/complexity involved in successful completion by the learner.

The course itself has been designed by Global Edulink to meet specific learners’ and/or employers’ requirements which cannot be satisfied through current regulated qualifications. ABC Awards & Certa Awards endorsement involves robust and rigorous quality audits by external auditors to ensure quality is continually met. A review of courses is carried out as part of the endorsement process.

*Regulated qualification refers to those qualifications that are regulated by Ofqual / CCEA / Qualification Wales

We are always thinking of ways in which you can gain the best from our online learning platform. When you enroll with us on this program you will have the opportunity to enroll on a Level 3 course or above for free!!! The courses that you can choose from have been indicated on our suggested course below.

  • Diploma in Financial Accounting - Level 3
  • Diploma in Management Accounting - Level 3
  • Diploma in Innovation and Small Business Management - Level 3
  • Diploma in Money and Monetary Policy - Level 3
  • Diploma in Banking - Level 3
  • Diploma in Business Law - Level 3
  • Diploma in Corporate Governance & Business Law - Level 3
  • Diploma in Central Banking Monetary Policy - Level 3
  • Diploma in Business Ethics and Law - Level 3
  • Diploma in Business Ethics and Corporate Governance - Level 3
  • Diploma in Business Economics - Level 3
  • Diploma in Business and Management - Level 3
  • Diploma in Applied Business Analysis - Level 3
  • Diploma in Strategic Marketing - Level 3
  • Diploma in Cost Analysis - Level 3
  • Diploma in Business Information Systems - Level 3
  • Diploma in Business Information Management - Level 3
  • Diploma in Study Skills - Level 3
  • Diploma in Business Management - Level 4
  • Diploma in Customer Service - Level 4
  • Diploma in Human Resource Management - Level 4

Achievement

Endorsed by ABC Awards

Course media

Description

What Will I Learn?

  • Gain a clear understanding of your job role in finance and investment with clear objectives in mind.
  • Understand how to use best practices to create financial models.
  • Analyse and understand cash flow statements.
  • Gain an in-depth understanding of what investment banking is
  • Learn how to identify fiscal policy issues.
  • Learn about investment and taxation.

Course Curriculum : Diploma in Investment and Finance - Level 3

Module 1: Investment

  1. Investment
  2. Introduction to Investment
  3. Conclusion

Module 2: Investment Assumption

  1. Investment assumptions
  2. Introduction
  3. Time of investment and start of business
  4. Cash earnings
  5. Cash investments
  6. Taxes
  7. Interest amounts
  8. Relevant amounts
  9. None committed amounts
  10. Opportunity amounts
  11. Marginal amounts
  12. Discount rate
  13. Investment horizon

Module 3: Investment Evaluation Methods

  1. Investment evaluation methods
  2. The net present value method
  3. Internal rate of return method
  4. The annuity method
  5. The pay – back method

Module 4: Investment Motives

  1. Investment motives
  2. Investment in additional capacity
  3. Investment in a new project
  4. Rationalization investments

Module 5: Critical Values In Investment

  1. Critical values in investment

Module 6: Choosing Between Investment Evaluation Methods

  1. Choosing Between Investment Evaluation Methods

7: Investments And Taxation

  1. Investments and taxation
  2. Introduction
  3. General assumptions on taxes

Module 8: Investment And Inflation

  1. Investment and inflation
  2. Introduction
  3. Investment including inflation – one inflation rate
  4. Investment including inflation – multiple inflation rates

Module 9: Investment and Working Capital

  1. Investment and working capital
  2. Introduction
  3. Including working capital in investment evaluations

Module 10: Replacement Of Investments

  1. Introduction
  2. The no-replacement situation
  3. The identical replacement situation
  4. Replacement of old technology with new technology

Module 11: What to Include In Real Life

  1. What to Include In Real Life

Module 12: Financing

  1. Financing
  2. Introduction
  3. Equity Financing
  4. Debt Financing

Module 13: Financing Considerations

  1. Financing considerations
  2. Introduction
  3. Business environment
  4. Stable business environment
  5. Dynamic business environment
  6. Loan terms
  7. Loan period
  8. Nominal value
  9. Interest and commission costs (cost and risk)
  10. Calculation of proceeds
  11. Loan repayment (liquidity)
  12. Extension of repayment (flexibility)
  13. Early repayment (flexibility)
  14. Currency (risk and cost)
  15. Loan termination and loan governance

Module 14: Amortization Of Loans

  1. Amortization of loans
  2. Introduction
  3. Standing loan (bullet loan)
  4. General characteristics
  5. Amortization of a standing loan (bullet loan)
  6. Serial loan
  7. General characteristics
  8. Amortization of a serial loan
  9. Annuity loan
  10. General characteristics
  11. Amortization of an annuity loan

Module 15: Evaluation of Loan

  1. Evaluation of loan
  2. Introduction
  3. Evaluation of a standing loan (bullet loan)
  4. Evaluation of a serial loan
  5. Evaluation of an annuity loan
  6. Evaluation loans –overview

Module 16: Evaluation of Other Credit

  1. Evaluation of other credit
  2. Introduction
  3. Overdraft accounts (non-scheduled amortization)
  4. Trade creditors

Module 17: Financial Planning

  1. Financial planning
  2. Introduction
  3. Finding the right financing package
  4. Evaluation of cost of the financial package
  5. Evaluation of financing package 1
  6. Evaluation of financing package 2
  7. Evaluation of financing package 3
  8. Conclusion of evaluation of financing packages
  9. Other considerations

Access Duration

The course will be directly delivered to you, and you have 12 months access to the online learning platform from the date you joined the course. The course is self-paced and you can complete it in stages, revisiting the lectures at any time.

Method of Assessment

In order to complete the Diploma in Investment and Finance – Level 3 successfully and gain your professional qualification, all students are required to complete a series of assignments. The completed assignments must be submitted via the online portal. Your instructor will review and evaluate your work and provide your feedback based on how well you have completed your assignments.

Please Note: Additionally, £179 (Inc. VAT) is charged for assessment and certificate and you need to pay that when you are submitting your assessments only (It is not required to pay initially when you are registering). This payment can be paid into 06 installments when you are submitting your assessments.

Certification

Those who successfully completed the course will be awarded the Level 3 Diploma in Investment and Finance by ABC Awards and a learner unit summary (which contains the details of the units in your course you have completed). This professional qualification will make you an asset to potential employers and your motivation and commitment to excel your skills will be recognised.

Course Code: QLS-04461

Awarding Body (Accreditation)

ABC Awards is an Ofqual regulated, leading national awarding body which develops diverse, high-quality vocational qualifications for all ages and abilities post-14. Founded in 1998, ABC Awards is a leading national awarding organisation with a long-established reputation for high quality support and services to the educational sector. ABC Awards are committed to helping employers, organisations and learners cultivate the relevant skills for learning, skills for employment, and skills for life. If you gain an ABC Awards accredited qualification with Global Edulink, you will demonstrate a high level of skill, and will come away with many more opportunities open to you.

Who is this course for?

  • Accounts Executives
  • Accountant, Accounts Manager
  • Students of Accounting
  • Tax Accounting learners, Investment Bankers, Finance Managers
  • Anyone who is looking to gain a knowledge and skills in Investment and Finance.

Requirements

  • Learners should be age 19 or over, and must have a basic understanding of Maths, English, and ICT.
  • A recognised qualification at level 2 or above in any discipline.

Career path

  • Accountant
  • Accounting Manager
  • Tax Accountant
  • Accounts Executive
  • Staff Accountant
  • Investment Banker

Others jobs you can get

  • Accounting Assistant
  • Accounts Assistant
  • Finance Assistant

Questions and answers


No questions or answers found containing ''.


Daniel asked:

Hello, I just wanna ask if you providing studying material in PDF/MS Word version or just as a online sort of presentation I can see when i log in?

Answer:

Dear Daniel Thank you very much for your query. Once you pay and enroll you will recieve the access to our online learning platform where all the well structured study materials are avaialbale. Hurry up to grab the discount , as it ends soon. Regards, Student Support Team.

This was helpful. Thank you for your feedback.

malik asked:

i have done gcse's would i be accepted. i dont have any qualifications in finance

Answer:

Dear Malik Thank you very much for your query. You can enroll. Regards, Student Support Team.

This was helpful. Thank you for your feedback.

Shauny asked:

How many exams are there and how much does each one cost?

Answer:

Dear Shauny Thank you very much for your query. Additionally, £179 is charged for assessment and certificate and you need to pay that when you are submitting your assessments only (It is not required to pay initially when you are registering). This payment can be paid into 06 installments when you are submitting your assessments. & there are 3 assignments. The offer ends tomorrow, so hurry up and get the discount as you will receive 24/7 access for 365 days. Regards, Student Support Team.

This was helpful. Thank you for your feedback.

Esther asked:

Does this course require Microsoft office installed on my laptop?

Answer:

Dear Esther, Thank you for your query. Please note that you need Microsoft office package installed in your PC to follow the Personal Finance - Investment and Finance course. Learners need to prepare assessments and we usually encourage learners to submit their assignments in the word or PDF format. For this reason, having the MS office package installed in your PC will be an advantage for you. Regards, Student Support Team

This was helpful. Thank you for your feedback.

Esther asked:

Does the 26 hours duration mean we have 26 hours to complete the course? I'm new to online courses so I want to make sure I can do this around work

Answer:

Dear Esther, Thank you for your query. Please note that the 26 hours course duration means that the required time the learner has to allocate for the course. This online course will be available to you over a period of 12 months. Regards, Student Support Team

This was helpful. Thank you for your feedback.

Reviews

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

FAQs

What does study method mean?

Study method describes the format in which the course will be delivered. At reed.co.uk 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 reed.co.uk, 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.

Modals

Mobile Navigation