Introduction to Investment, Risk and Taxation

The CIFA Introduction to Investment, Risk and Taxation 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, Risk and Taxation course will provide and enhance vital knowledge on the critical principles of Investment Risk Taxation and Return, including the various types of investment products; planning and constructing portfolios; and the performance and reviewing of portfolios. The CIFA Introduction to Investment, Risk and Taxation, combined with the Introduction to UK Financial Regulation and Professional Integrity course, provides a strong foundation in the relevant professional knowledge required to enter a career in finance and investment. Completing the CIFA Investment, Risk and Taxation course is ideal before undertaking industry-specific qualifications and further advancements within a specified discipline. The CIFA Investment, Risk and Taxation course is suited to both graduates and existing professionals for continuing professional development purposes.

2025 Edition

Key Learning Outcomes

• Understanding Investment Principles: Participants will gain a foundational understanding of investment concepts, including risk and return, diversification, asset allocation, and the relationship between risk and reward.

• Risk Management Techniques: The course will cover various risk management strategies employed in investment, including portfolio diversification, hedging, and the use of derivatives.

• Taxation Considerations: Participants will learn about the tax implications of different investment products and strategies, including capital gains tax, income tax, and tax-efficient investment vehicles such as ISAs (Individual Savings Accounts) and pensions.

• Investment Products and Markets: The course will introduce participants to a range of investment products and financial markets, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments like real estate and commodities.

• Ethical and Legal Considerations: Participants will explore the ethical and legal responsibilities of investment professionals, including fiduciary duties to clients, compliance with regulatory requirements, and adherence to industry standards of conduct.

• Analytical Skills: The course will develop participants' ability to analyse investment opportunities, assess risk, and make informed investment decisions based on financial analysis and market research.

• Investment Planning: Participants will learn how to develop investment plans tailored to individual financial goals, risk tolerance, and time horizons, taking into account tax considerations and regulatory constraints.

Who Should Enrol

• Students pursuing degrees in finance, accounting, economics, or related fields who want to gain a foundational understanding of investment principles and taxation.

• Professionals working in the financial services industry who wish to broaden their knowledge of investment products, risk management techniques, and taxation considerations.

• Individuals considering a career in investment management, financial planning, or wealth management who want to learn about the fundamentals of investing and how to navigate taxation implications.

• Anyone interested in personal finance and wealth building who wants to learn how to effectively invest their savings, manage investment risks, and minimise tax liabilities.

Course Certification

Once you have successfully passed your exams, you will receive a digital certificate after the exam has been proctored. Additionally, a printed certificate can be delivered by post (please inquire with customer service for the cost). All of our courses are fully accredited, providing you with the latest skills and knowledge to enhance your competence and effectiveness in your chosen field. Our certifications have no expiry dates.

Accreditation

Our courses are fully accredited. They provide you with the latest skills and knowledge, enhancing your competence and effectiveness in your chosen field.

CPD ACCREDITATION LINK