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 .
Completing the CIFA Investment Taxation and Risk course is ideal before undertaking industry-specific qualifications and further advancements within a specified discipline.
The Introduction to Investment Risk and Taxation course consists of 8 chapters covering:
Asset Classes
The Macroeconomic Environment
Principles of Investment Risk and Return
Taxation of Investors and Investments
Investment Products
Portfolio Construction and Planning
Investment Advice
Portfolio Performance and Review.
The suggested study time for the course is 140 hours and is fully accredited by CPDUK.
The CIFA Investment Risk and Taxation course is suited to both graduates and existing professionals for continuing professional development purposes.
Minimum level 3 qualification (A level equivalent)
It is recommended that students complete CIFA’s Introduction to UK Regulation and Professional Integrity prior to starting this course.
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