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Financial Planning and Investment

Course with Certificate

Official British Certificate – Limited Offer

Financial Planning and Investment

~~$345.99~~ $114.99

4.6

84K Students

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

84K Graduates

With Certificate

No Test

Text, 30 Lessons

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

Financial Planning and Investment

Course Content

Choose your unique certificate design

Programs / Courses

Financial Accounting

Financial Analysis

Financial Risk Management

Personal Finance and Wealth Management

Trading and Investment in Stocks and Currencies

Financial Concepts

Investment Basics

Financial Planning and Investment

Course Content

Introduction to Financial Planning

Time Value of Money

Investment Assets and Markets

Risk and Return Principles

Portfolio Theory and Diversification

Asset Allocation Strategies

Fixed Income and Bonds

Equity Investments and Valuation

Alternative Investments

Behavioural Finance

Retirement and Estate Planning

Investment Portfolio Final Project

Choose your unique certificate design

Programs / Courses

Financial Accounting

Financial Analysis

Financial Risk Management

Personal Finance and Wealth Management

Trading and Investment in Stocks and Currencies

Financial Concepts

Investment Basics