Introduction to Investment Risk and Taxation
Level 4 - Online course with lifetime access
CIFA Education Management Ltd
Summary
- Certificate of Achievement - Free
- Exam(s) / assessment(s) not included in price, and must be purchased separately
- Tutor is available to students
Add to basket or enquire
Overview
The CIFA Introduction to Investment Taxation and Risk is a structured e-learning programme covering critical areas of investment practices that allow finance professionals to determine the risk associated with various investment classes.
Understanding investment taxation and risk influences the decision-making process required to make clear and decisive ethical investment decisions for private and corporate clients. Financial Advisors, Investment Managers, Stockbrokers and Wealth Managers must maintain an up to date knowledge on the varying investment classes that enable them to provide sound ethical investment advice.
Studying the CIFA Investment Taxation and Risk course will provide and enhance vital knowledge on the critical principles of Investment Risk Taxation and Return, including Investment Products, Portfolio Construction and Planning of Portfolios and Reviewing Portfolio Performance .
Completing the CIFA Investment Taxation and Risk course is ideal before undertaking industry-specific qualifications and further advancements within a specified discipline.
Certificates
Certificate of Achievement
Digital certificate - Included
Students will only be issued a Certificate of Achievement after sitting and passing the exam successfully.
*Exam fees are not included in the course fees.
Students will not be charged any additional fees to receive their Certificate upon completing and passing the exam successfully.
CPD
Description
The Introduction to Investment Risk and Taxation course consists of 8 chapters covering: Asset Classes
The Macroeconomic Environment
Principles of Investment Risk and Return
Taxation of Investors and Investments
Investment Products
Portfolio Construction and Planning
Investment Advice
Portfolio Performance and Review.
The suggested study time for the course is 140 hours and is fully accredited by CPDUK.
Additional Study Support materials such as Webinars and PowerPoint presentations are available for each chapter of the unit at an additional fee.
Who is this course for?
The CIFA Investment Taxation and Risk course is suited to both graduates and existing professionals for continuing professional development purposes.
Requirements
Minimum level 3 qualifications
It is recommended that students complete CIFA's Introduction to UK Regulation and Professional Integrity prior to starting this course.
Questions and answers
How is the examination taken?
Answer:Dear N, Thank you for your enquiry. The exam is a multiple choice exam taken online.
This was helpful.on you're website there is 2 investment risk and taxation course's. what's the difference between them both and why are the prices so different?
Answer:Hello Sebastian, from our end, there appears just one for £358. Please feel free to reach out to us at info@cifa.ac and our customer service team will be able to assist you.
This was helpful.does the course cover more than 140 hours and is it approved by the fca or the institution approved by fca and is it level 4
Answer:The course is accredited by cpd at level 4, covering 140hrs study time. For more information, please email info@cifa.ac and you will be assisted by our customer service team.
This was helpful.
Reviews
Currently there are no reviews for this course. Be the first to leave a review.
Add to basket or enquire
Course provided by
Legal information
This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.
