- The main characteristics, risk and returns of cash deposits: liquidity; rates of interest; past returns; real returns; deposit-takers; statutory protection
- The main long-term global trends and the effects of technological changes/ advancements
- Effects of compound interest and the time value of money
- Application of income tax in respect of individuals; trusts; charities
- Understand the main types, purposes, common investment characteristics and behaviours of funds, collectives and other products
- Purpose and principles of asset allocation and its relationship with investment theory
- Framework for providing financial advice
- Purpose and limitations of portfolio evaluation
- Chapter 1 Asset Classes
- Chapter 2 The Macroeconomic Environment
- Chapter 3 Principles of Investment Risk and Return
- Chapter 4 Taxation of Investors and Investments
- Chapter 5 Investment Products
- Chapter 6 Portfolio Construction and Planning
- Chapter 7 Investment Advice
- Chapter 8 Portfolio Performance and Review
- Introduction to UK Financial Regulation & Professional Integrity
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 .
The CIFA Introduction to Investment Taxation and Risk, combined with the Introduction to UK Financial Regulation and Professional Integrity, provides a strong foundation in the relevant professional knowledge required to enter a career in finance and investment.
Completing the CIFA Investment Taxation and Risk course is ideal before undertaking industry-specific qualifications and further advancements within a specified discipline.
The CIFA Investment Taxation and Risk course is suited to both graduates and existing professionals for continuing professional development purposes.
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The CIFA is proud to be providing professional online study solutions worldwide.
The Certified Institute for Further Accreditation (CIFA) is a training provider that develops professional certifications, tailored to highly specialist fields of employment.
Our entry-level certifications are designed to enable students to develop a basic knowledge of their specialist field prior to sitting professional qualifications by awarding bodies.
We focus on hard to enter niche industries including finance, languages and health and business-related topics.
We work with academics from universities worldwide and industry experts to author our certification programmes and pride ourselves on our dedication to the development of our students.
The CIFA is a name in education that you can rely on for professional development and globally recognised qualifications.
We believe in the sharing of knowledge and providing the world with the highest standards of education across various sectors.
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