Financial Planning and Investment Course with Certificate

Official British Certificate

Financial Planning and Investment

$159 $119
4.6
.
2.3K Students

Build wealth with smart portfolios, asset allocation & risk-adjusted strategies. Master investment planning. Earn official accredited British Academy Financial Planning Certificate.

2.3K Graduates
With Certificate
No Test
Text, 30 Lessons
Placement Test CEFR A1–C2

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Assess your English proficiency with our CEFR-based test.
A1 B1 C2

Course Content

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  • Role of the Financial Planner
  • Client Goals and Risk Profiling
  • Financial Planning Process Overview

  • Present vs Future Value Calculations
  • Annuities, Perpetuities and Loan Amortisation
  • Effective Annual Rate and Compounding

  • Asset Classes and Risk-Return Spectrum
  • Capital Market Instruments and Indices

  • Expected Return and Standard Deviation
  • Sharpe, Sortino and Treynor Ratios
  • Systematic vs Unsystematic Risk

  • Modern Portfolio Theory and Efficient Frontier
  • Capital Asset Pricing Model (CAPM)
  • Diversification Benefits and Correlation

  • Strategic vs Tactical Asset Allocation
  • Life-Cycle and Goal-Based Allocation

  • Bond Pricing, YTM and Duration
  • Credit Spreads and Interest Rate Risk
  • Government vs Corporate Bonds

  • Dividend Discount Model and Free Cash Flow to Equity

  • Real Estate, Commodities and Gold
  • Private Equity, Hedge Funds and Crypto

  • Common Behavioural Biases in Investing
  • Nudge Theory and Investor Psychology
  • Overcoming Emotional Decision Making

  • Pension Planning and Retirement Income
  • Inheritance Tax and Estate Planning Tools

  • Personalised Investment Policy Statement
  • Portfolio Construction and Back-Testing
  • Final Presentation and Certification

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