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Finance & Investment Course

Finance & Investment Course

  • 30 Day Money Back Guarantee
  • Completion Certificate
  • 24/7 Technical Support

Highlights

  • On-Demand course

  • 1 hour

  • All levels

Description

Money talks—and in this Finance & Investment Course, it actually makes sense. Whether you're someone who reads the financial pages for fun or someone who still confuses stocks with socks, this course is tailored to give you a clearer understanding of how money works, grows, and flows. From basic budgeting and personal finance principles to the strategic side of investing, we break down the world of finance without turning it into a sleep-inducing spreadsheet session. It’s structured for those who want to make sharper financial choices, without needing a maths degree or a tie.

The Finance & Investment Course also explores investment strategies, market movements, risk factors, and portfolio planning—minus the waffle. You’ll gain insights into stocks, bonds, funds, and more, in plain English. There’s no need to dress up for class or fight traffic to a lecture hall—everything is online, smartly written, and designed to suit your pace. If you’ve ever wondered where your money goes, or better yet, how to make it go further, this is your chance to learn with confidence and a few light chuckles along the way.

Learning Outcomes

By the end of the course, learners will be able to:

  • Gain a thorough understanding of the financial industry and financial concepts

  • Know the roles and responsibilities and gain the skills required to become a financial advisor

  • Know how private wealth management is different from wealth management

  • Learn about financial risks, financial risk management and the process of managing financial risks

  • Gain in-depth knowledge on financial planning, its importance and objectives

  • Become familiar with divorce financial planning, how to divide the money and property from splitting divorce costs and settlements

  • Understand the basic principles of investing and how to build an investment portfolio

  • Find out about Google Analytics, its features and uses

Key Features of this Course :

  • Instant e-certificate and hard copy dispatch by next working day

  • Fully online, interactive course with audio voiceover

  • Developed by professionals in the field

  • Self-paced learning and laptop, tablet, smartphone-friendly

  • 24/7 Learning Assistance

  • Discounts on bulk purchases

*** Additional Gifts ***

  • Free Life coaching Course

*** (Offer Ends Soon) ***

Course Curriculum

The detailed curriculum outline of our Finance & Investment course is as follows:

***Finance & Investment***

  • Module 01: Introduction to Finance

  • Module 02: Essential Skill for Financial Advisor

  • Module 03: Financial Planning

  • Module 04: Wealth Management and Guide to Make Personal Financial Statements

  • Module 05: Financial Risk Management and Assessment

  • Module 06: Investment Planning

  • Module 07: Divorce Planning

  • Module 08: Google Analytics for Financial Advisors

Accreditation

All of our courses, including this course, are fully accredited, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in your chosen field.

Certification

Once you've successfully completed your course, you will immediately be sent a digital certificate. Also, you can have your printed certificate delivered by post (shipping cost £3.99). Our certifications have no expiry dates, although we do recommend that you renew them every 12 months.

Assessment

At the end of the course, there will be an online assessment, which you will need to pass to complete the course. Answers are marked instantly and automatically, allowing you to know straight away whether you have passed. If you haven't, there's no limit on the number of times you can take the final exam. All this is included in the one-time fee you paid for the course itself.

Who is this course for?

Anyone with a knack for learning new skills can take this course. While this comprehensive training is popular for preparing people for job opportunities in the relevant fields, it also helps to advance your career for promotions.

Certificates

Certificate of completion

Digital certificate - Included

Certificate of completion

Hard copy certificate - Included

You will get the hard copy certificates for Free! The delivery charge of the hard copy certificate inside the UK is £3.99 each.

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