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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 enable finance professionals to determine the risk associated with varying investment classes. This is a CIFA Level 4 course leading to a CIFA examination. Approximate total study time is 140 hours.

by CIFA Management | Instructor Level 4

What you will learn

  • Enhance vital knowledge on the critical principles of Investment Risk Taxation and Return

  • Asset Classes

  • The Macroeconomic Environment

  • Investment Risk and Return: The Basic Principles

  • Investor and Investment Taxation

  • Types of Investment Product

  • Planning and Constructing Portfolios

  • Providing Investment Advice

  • Performance and Reviewing of Portfolios

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.

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Unit 2 Chapter 1 Various Classes of Assets (Part 1)
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Unit 2, Chapter 1 Various Classes of Assets (Part 2)
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Unit 2 Chapter 1 Various Classes of Assets (Part 3)
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Unit 2 Chapter 1 Various Classes of Assets (Part 4)
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Unit 2 Chapter 2 The Macroeconomic Environment (Part 1)
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Unit 2 Chapter 2 The Macroeconomic Environment (Part 2)
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Unit 2 Chapter 2 The Macroeconomic Environment (Part 3)
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Unit 2 Chapter 3 Investment Risk & Return (Part 1)
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Unit 2 Chapter 4 Investor & Investment Taxation
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Unit 2 Chapter 3 Investment Risk & Return (Part 2)
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Unit 2 Chapter 3 Investment Risk & Return (Part 3)
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Unit 2 Chapter 5 Types of Investment Products (Part 1)
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Unit 2 Chapter 5 Types of Investment Products (Part 2)
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Unit 2 Chapter 6 Planning and Constructing Portfolios
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Unit 2 Chapter 7 Providing Investment Advice (Part 1)
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Unit 2 Chapter 7 Providing Investment Advice (Part 2)
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Unit 2 Chapter 7 Providing Investment Advice (Part 3)
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Unit 2 Chapter 8 Performance and Reviewing of portfolios

Slide Doc
Chapter 1 The various Classes of Assets
Slide Doc
Chapter 2 Macroeconomic Environment
Slide Doc
Chapter 3 Investment Risk and Return; The Basic principles
Slide Doc
Chapter 4 Investor and Investment Taxation
Slide Doc
Chapter 5 Types of Investment Product
Slide Doc
Chapter 6 Planning and Constructing Portfolios
Slide Doc
Chapter 7 Providing Investment Advice
Slide Doc
Chapter 8 Performance and reviewing of Portfolios

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Meet Your Instructor

Instructor
2431 Students
2 Courses
About Instructor

Dr Izidin El Kalak is an Associate Professor in Finance at Cardiff Business School and course consultant at CIFA Education Management. Prior to joining Cardiff University, he worked at Kent Business School, UK. He holds a PhD in Finance from Hull Business School, UK (2016) and also received an MSc degree (with Distinction) in Financial Management (2011) and a BSc in Economics (2007).

Dr Izidin El Kalak’s main research interests are in the areas of empirical corporate finance, governance, managerial behaviour and renewable energy investments. In his recent work, he tries to understand the reasons behind the voluntary delisting decisions from exchanges and identifying the optimal time to delist.

His research is characterised by an interdisciplinary nature where it expands to areas in Psychology (behavioural finance), Economics (renewable energy investments), Computer Science (cyber security investments), and Law (corporate governance). He therefore thrives to deliver economic and social value through his interdisciplinary research.

Dr Izidin El Kalak has been successful in publishing in journals such as Energy Economics, Journal of Economic Behavior and Organisation, Review of Quantitative Finance and Accounting, International Review of Financial Analysis, Review of Accounting and Finance, and Research in International Business and Finance.

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£ 358.00

  • Course Duration
    140 CPD hrs
  • Course Level
    Intermediate
  • Language
    English
  • Product Type
    Digital
This Course Includes
  • 140 CPD Hrs CPD Verified
  • Mock Exams - Per Chapter
  • Lifetime Portal Access
  • Certificate of Achievement
    (After successfully completing and passing exam)
  • Your very own "Digital Profile"
QR & Digital Profile See CIFA Digital Profile
Watch the video to get a better idea of our product