Multiple dates

Investment Risk and Taxation - Online Course

By Training Station

Learn how to navigate investment risks and taxation in this online course - join us for expert insights and practical tips!

Location

Online

Good to know

Highlights

Online

Refund Policy

Refunds up to 7 days before event

About this event

Master investment risk and taxation. Learn asset classes, macroeconomic factors, and portfolio construction. Understand investment advice and taxation principles.

Overview

This "Investment Risk and Taxation" course offers a structured exploration of financial markets and investment strategies. We delve into various asset classes, macroeconomic influences, and the fundamental principles of risk and return. You'll understand the complexities of investor and investment taxation, as well as the diverse range of investment products. This course emphasises theoretical understanding and analytical approaches.

We examine the processes of planning and constructing portfolios, providing investment advice, and reviewing portfolio performance. Expect to gain insights into the strategic aspects of financial planning and the legal considerations surrounding taxation. By examining various investment methodologies, you'll develop the capacity to make informed financial decisions.

Learning Outcomes

Identify various asset classes and their respective characteristics.
Explain the impact of macroeconomic factors on investment decisions.
Analyse the basic principles of investment risk and return.
Describe the key aspects of investor and investment taxation.
Recognise the different types of available investment products.

Understand the processes involved in portfolio planning and review.

Curriculum

Module 01: Various Types of Asset Classes
Module 02: The Macroeconomic Environment
Module 03: The Basic Principles of Investment Risk & Return
Module 04: Investor & Investment Taxation
Module 05: Types of Investment Products
Module 06: Planning and Constructing Portfolios
Module 07: Providing Investment Advice
Module 08: Performance & Reviewing of Portfolios

Who is this Course For

Individuals seeking to understand investment principles and risks.
Those interested in learning about financial market dynamics.
Professionals aiming to broaden their knowledge of taxation.
People looking to learn about portfolio construction and review.
Anyone keen to understand the impact of macroeconomic factors.
Individuals seeking to learn about various investment products.
Those wanting to understand the principles of investment advice.
People seeking to improve their financial decision-making skills.

Career Path
Investment Analyst: £30,000 - £45,000

Financial Advisor: £28,000 - £40,000 (plus commission)
Tax Assistant: £22,000 - £30,000
Portfolio Administrator: £25,000 - £35,000
Financial Planning Assistant: £24,000 - £32,000
Investment Compliance Officer: £32,000 - £48,000

Frequently asked questions

What is the most tax-efficient investment?

Tax-advantaged accounts like Roth IRAs or 401(k)s often offer the most tax efficiency, as earnings grow tax-free or are tax-deferred.

How does risk and return apply to investments?

Higher potential returns typically come with higher risks. Lower-risk investments usually offer lower returns.

What are the tax consequences of your investment decisions?

Selling investments can trigger capital gains taxes. Dividends and interest may also be taxable

How do I avoid paying taxes on my investment account?

You can't entirely avoid taxes, but you can minimize them by using tax-advantaged accounts, holding investments long-term, and tax-loss harvesting

Organized by

Training Station

Training Station is a dynamic online learning platform dedicated to providing an immersive and personalized educational experience. We offer lifetime access to engaging video lessons, tailored learning paths, and gamification features to keep you motivated and on track toward achieving your goals. Our team of skilled instructors, industry experts with years of hands-on experience, delivers high-quality lessons that blend theory with practical insights.

Explore our comprehensive resource library, filled with eBooks, articles, and research papers, to deepen your understanding and expand your knowledge. Powered by state-of-the-art infrastructure, our platform offers the latest technology to ensure a smooth and interactive learning journey.

To recognize your hard work and commitment, every completed course is rewarded with a PDF certificate, showcasing your achievement. At Training Station, we believe in making education not only effective but also rewarding and enjoyable.

From £8.00