Investment Risk and Taxation - Online Course

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