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Introduction to Investment Risk and Taxation

Level 4 - Online course with lifetime access

CIFA Education Management Ltd

Summary

Price
£450 inc VAT
Or £50.00/mo. for 9 months...
Study method
Online
Course format What's this?
Reading material - PDF/e-book
Duration
210 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
210 CPD hours / points
CPD What's this?
Certificates
  • Certificate of Achievement - Free
Additional info
  • Exam(s) / assessment(s) not included in price, and must be purchased separately
  • Tutor is available to students
35 students purchased this course

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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

210 CPD hours / points
Accredited by The CPD Certification Service

Course media

Description

The Introduction to Investment Risk and Taxation course consists of 8 chapters covering:

Chapter 1: Asset Classes
Chapter 2: The Macroeconomic Environment
Chapter 3: Principles of Investment Risk & Return
Chapter 4: Taxation of Investors and Investments
Chapter 5: Investment Product Types
Chapter 6: Planning and Constructing Portfolios
Chapter 7: Guidance on Investment Strategies
Chapter 8: Performance and Reviewing of Portfolios

The suggested study time for the course is 210 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

It is recommended that students complete CIFA's Introduction to UK Regulation and Professional Integrity prior to starting this course.

Questions and answers

No questions or answers found containing ''.

N asked:

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. Thank you for your feedback.
Sebastian asked:

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. Thank you for your feedback.
niyas ashraf asked:

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. Thank you for your feedback.
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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.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, 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.

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 Courses, many of which can be completed online.

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.

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 Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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